Charlotte, NC Office

Robert Schaff is a CFP® professional with 18 years of industry experience, currently serving at IA Network, LLC. His prior work includes roles at Purshe Kaplan Sterling Investments, Hilton Head Capital Partners, and LPL Financial, among others. Outside of advisory work, he owns and operates Metro Glamping, a backyard and mobile camping service. IA Network provides discretionary and non-discretionary investment management and financial planning primarily for individual and high-net-worth clients, utilizing tailored portfolio construction and a blend of fundamental, technical, cyclical, and behavioral research methods. The firm operates as a collective of smaller advisory practices, offering shared infrastructure and affiliated consulting and insurance services.

Maggie Smith is a financial advisor with IA Network, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at firms including FIRST Allied Securities, Inc. and Stockham Financial Services. In addition to her advisory role, she serves as a Notary Public in Moore County. IA Network provides discretionary and non-discretionary investment management and financial planning services primarily to individual and high-net-worth clients, as well as businesses and institutions. The firm utilizes a range of investment strategies and leverages SEI’s managed account platform to tailor portfolios according to clients’ goals and risk tolerance.

Charles Stockham is a financial advisor with IA Network, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include extensive tenure at First Allied Securities and advisory positions at Purshe Kaplan Sterling Investments and First Allied Advisory Services. Outside of advisory work, he co-manages two family-owned LLCs involved in commercial real estate and farmland holdings. IA Network, LLC serves individual, high-net-worth, business, and institutional clients with discretionary and non-discretionary asset management and financial planning. The firm employs a range of analytical methods to tailor portfolios and offers access to SEI-managed separate accounts, retirement plan consulting, and plan-participant advisory services.