COVENANT ADVISORY GROUP - Key Persons

Job Titles:

• Associate
• Practice Manager - Ballantyne
• Practice Manager - Ballantyne / Charlotte, NC

Angela Pollina joined Covenant Advisory Group in April 2017 as a Practice Manager for our Ballantyne location. In her role, Angela supports the Managing Partners of C.A.G, and the day to day operations of the Ballantyne location while servicing our clients individual contract needs. Prior to joining Covenant Advisory Group, Angela served in various roles in the Financial Planning industry. Angela has over 16 years of experience in our industry, as well as extensive experience in Client Relationship Management, assisting Advisors with complex questions and issues, and resolving escalated client inquiries. Angela grew up in Long Island, NY and moved to North Carolina July of 2008. In her spare time, Angela enjoys cooking and spending her time with her two children Nicole and James, as well as her Dalmatian grand-dog Charlotte. Angela can be reached by email at angela@covenatag.com or by phone at 336-681-4466. Angela Pollina offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Job Titles:

• Associate
• Partner / Forest City, NC

Job Titles:

• Associate
• Partner
• Member of Kappa Alpha Order Fraternity
• Partner / Forest City, NC

joined Covenant Advisory Group in July of 2009 as a Financial Professional for our Forest City location. In his role with CAG, Nick offers retirement planning, investments, life insurance, long term care, and business and estate planning services. Before joining CAG Nick was an educator with the Rutherford County School system for 11 years. After leaving the school system, Nick had a natural market of working with educators in planning for retirement and understanding the benefits that come along with retiring as a state employee. Nick is currently working towards completing the Certified Financial Planner designation. Nick grew up in Forest City, NC and attended Appalachian State University where he graduated with a BS in Middle Grades Mathematics. He is married to his wife Jennifer and they share two children, Michael and Katie. Nick stays on the go with his children's many activities and enjoys watching Carolina Panthers football and all Appalachian State athletics. Some of Nick's personal and professional achievements include: Graduate of Appalachian St. University with Bachelor of Science in Middle Grades Education with a concentration in Mathematics Member of Kappa Alpha Order Fraternity Deacon of First Baptist Forest City Board member of The Rutherford Foundation FINRA Securities Registration: Series 7 and Series 66 Nick can be reached by email at nick@covenantag.com or by phone at 828-245-7242.

Job Titles:

• Associate
• Managing Partner - Ballantyne / Charlotte, NC

Job Titles:

• Associate
• Partner
• Partner / Charlotte, NC

Will joined Equitable Advisors in Charlotte, North Carolina in 2015. He is originally from Rutherfordton, NC and attended UNC-Chapel Hill where he graduated in 2012 with a major in Economics. Will is a partner with Covenant Advisory Group. In only six years as a financial advisor, Will has accomplished multiple accolades including being named the 2018 top Equitable advisor in North and South Carolina for advisors in their first four years. Will has a passion for investing and enjoys sharing that passion with his clients. The mission of his financial practice is to provide clarity by breaking down seemingly complicated financial concepts and decisions into small, manageable steps. Will lives in Charlotte with his wife Rachel and their golden retriever, Bogey. When not with his family, chances are you will find him on the golf course, hence the name of his dog.