Charlotte, NC Sharon Rd Office

Rob Lotz is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with clients to develop customized financial plans aimed at helping them achieve their unique goals. His approach centers on being a trusted advisor to assist clients in managing their wealth effectively. Rob has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Wealth Planner. This experience has provided him with a broad understanding of financial planning and investment strategies. Outside of his professional responsibilities, Rob enjoys activities such as spending time at the beach, family activities, golf, surfing, and parenthood.

Jason Pugh is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant, Vice President Wealth Planner, Investment Consultant, and High Net Worth Representative. Jason assists clients in building financial roadmaps and developing investment plans aimed at achieving their financial goals. Throughout his career at Fidelity, Jason has gained experience in financial consulting and wealth planning. He holds a California Insurance License, supporting his capability in the financial services field.

Danielle Williams is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she partners with employees to assist their clients in planning for the future with personalized strategies tailored to each client's unique needs. She emphasizes forming strong relationships and maintaining a deep level of trust with her employees. Danielle has extensive experience at Fidelity Investments, holding several roles since 2017, including Branch Leader, Benefits & Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Risk Analyst through Veritude Temp Agency in 2015. Outside of her professional responsibilities, Danielle has interests in concerts, parenthood, puzzles, reading, theater, and traveling.

Miosha York is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their specific goals and needs. She works within a team dedicated to supporting clients and addressing their unique financial situations. Prior to her current role, Miosha served as a Relationship Manager at Fidelity Investments from 2023 to 2024. She holds a California Insurance License.

Matthew Dimitrijevs is a Financial Consultant at Fidelity, where he collaborates with clients to develop personalized financial plans that align with their goals. His work focuses on retirement planning, investment management, and assisting clients with various financial decisions, aiming to provide clear and approachable guidance. Matthew has held roles including Investment Consultant at Fidelity Investments from 2024 to 2025, Lead Financial Advisor at Pavlov Financial Group from 2023 to 2024, and Financial Services Representative at Northwestern Mutual from 2021 to 2022. His professional experience spans multiple facets of financial advising and client service. Outside of his professional work, Matthew has interests in food, football, golf, pets, and traveling.

Harry Bovee is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is committed to providing personalized, one-on-one consultations to create financial plans tailored to each client's unique situation, aiming to help clients feel financially sound both now and in the future. Prior to his current role, Harry held several positions at Fidelity Investments, including Investment Consultant and Financial Representative in 2024, as well as Financial Service Representative from 2023 to 2024. Before joining Fidelity, he worked in Client Relationships, Business and Product Development at TIAA in 2022.

Matthew Eberwein is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at achieving their financial goals. His role involves guiding clients through various financial planning needs, including retirement planning, investment management, and navigating significant life changes. Matthew began his career at Fidelity Investments in 2022 and has held multiple positions within the company, progressing from Workplace Planning Associate to his current role as Financial Consultant. This progression reflects his experience in workplace planning and client consulting within the financial services industry.

Kathy Sommer is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. In her role, she collaborates with clients to build and enhance relationships, focusing on creating multi-generational and dynamic partnerships with the families she supports. Her professional experience centers on wealth management planning, where she applies her expertise to assist clients in achieving their financial goals. Outside of her professional work, Kathy engages in activities such as spending time at the beach, gardening, reading, volunteering, and practicing yoga.

Liam Duggan is a Financial Consultant who collaborates with local families to assist them in growing, protecting, enjoying, and passing on their wealth. Currently, he serves as a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, Liam held various roles at Fidelity Investments, including Investment Solutions Representative III from 2022 to 2023, Investment Consultant in 2022, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity Investments, he was an Asset Transfer Specialist at Vanguard from 2019 to 2021.

Madison Britt is Vice President and Financial Consultant at Fidelity Investments. In this role, she works closely with clients to develop comprehensive financial plans tailored to their families' goals and needs. Madison utilizes strong communication, thoughtful planning, and in-depth analysis to implement personalized strategies leveraging Fidelity's offerings. Madison has been with Fidelity Investments since 2019, progressing through various roles including Relationship Manager, Planning Consultant, and Financial Consultant before her current position. She holds a California Insurance License.

Kara Lamar is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held multiple roles within Fidelity Investments since 2015, progressing through positions including Planning Consultant, Relationship Manager, Financial Representative, and other specialized roles in brokerage operations and account services. Her professional experience spans various aspects of financial consulting and client relationship management. Kara's approach to financial planning involves understanding the client's personal and family aspirations and values to develop customized wealth strategies. Outside of her professional role, Kara's personal interests include fitness, enjoying food, attending social events with friends, spending time at the lake, music, and traveling.

John Akeroyd is a Market Leader at Fidelity Investments, where he leads a team of financial professionals. His role involves partnering with clients to develop comprehensive financial plans that address investment strategies, charitable giving, and generational wealth transfer tailored to clients' needs and goals. John has been with Fidelity Investments since 2013, progressing through roles from Assistant Branch Leader to VP, Branch Leader, before assuming his current position in 2021. His experience encompasses leadership within the organization and client-focused financial planning. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Daniel Wood is a Financial Consultant at Fidelity Investments, where he partners with clients to pursue their financial goals through personalized planning strategies. He has held several positions at Fidelity Investments in 2024, including Investment Consultant and Financial Representative. Prior to joining Fidelity, Daniel worked as a Business Analyst at McKinsey & Company from 2022 to 2023. He also gained experience in the financial sector through roles at Wells Fargo, including Financial Crimes Specialist and Corporate Risk Associate between 2020 and 2022. Earlier in his career, Daniel held internship positions focused on financial and budget analysis at Dominion Energy in 2018 and 2019. Outside of his professional work, Daniel has interests in baseball, beach activities, music, pets, and snowboarding.

Catherine Kight is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as an Investment Consultant at Fidelity Investments from 2024 to 2025 and began her career as an Investment Banking Analyst at Canaccord Genuity from 2022 to 2024. In her current position, Catherine focuses on developing personalized wealth strategies that align with her clients' families, goals, values, and concerns. Her approach emphasizes navigating both the financial and emotional aspects of wealth management, aiming to provide clarity, confidence, and trusted guidance throughout her clients' financial journeys. Outside of her professional responsibilities, Catherine enjoys activities such as beach outings, fitness, hiking, Pilates, swimming, and volunteering.

Matthew Wells is a CFP® with 16 years of industry experience. He is currently with Fidelity, where he has held roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and oversee a range of investment products and model portfolios.