As president of Lang Capital, Pete serves as our client’s “Investment CFO,” helping to integrate and advise on financial planning, investments, insurance, tax sheltering and estate planning needs. Each month, he meets with the investment committee at CMC to discuss changing economic and market conditions along with the fundamentals of current and potential holdings. With their guidance, Pete is able to make informed decisions to adapt or revise allocations as needed to dynamically work towards our clients’ investment goals.
Director of Operations
Amy Peirsol is Lang Capital’s Director of Operations and has recently joined the Lang Capital Team. She brings with her more than 25 years of experience as a fiduciary and wealth management specialist. Amy’s responsibilities at Lang Capital include day-to-day oversight of our offices, as well as, the Lang Capital Team. Amy ensures outstanding service to our clients. Her main focuses are the maintenance and implementation of regulatory compliance, and standard operating policies and procedures for the firm.
Amy is a retired tax attorney, having served as a solo law practitioner, in-house counsel for a major engineering and construction firm, charitable tax manager of a prominent national bank and private wealth and fiduciary advisor for large wealth management teams. She earned her B.A. in English (1981), JD (1984) and LL.M. in Taxation (2005) from the University of Alabama. She presently holds her Certified Wealth Strategist designation and her Series 65 license.
In her most recent position, as the Private Wealth Advisor for a Private Bank Wealth team in the South Carolina’s Low Country, she provided an array of comprehensive fiduciary services to personal, charitable and institutional clientele. Amy is experienced in the areas of wealth, estate, tax and retirement planning, trust administration, and estate settlement. She is excited to now combine her professional education and experience to focus on private wealth management. At Lang Capital, Amy will focus on retirement planning, tax strategies and customized solutions.
Tracey Lang is Lang Capital’s Director of Marketing and has been with the company for 15 years. Tracey manages all aspects of Lang Capital’s marketing efforts including Website design, client communications, community outreach, coordination of local and national speaking engagements, and finally the coordination of educational workshops and client appreciation events. She also acts as a liaison between Lang Capital and various third party marketing vendors. Tracey is a graduate of the University of South Carolina with a BS in Accounting and also has ten years of experience at a “Big Eight” accounting firm. Tracey and her husband, Pete, have three children and reside in Hilton Head and Fort Mill.
Asset Management Specialist
Vonda Flanagan is Lang Capital’s Asset Management Specialist and has been with the company for 12 years. She works directly with clients in the initial stages, including account setup and transfer; as well as on an ongoing basis, including account management, service requests and reviews. Vonda is a graduate of the University of West Alabama, where she earned her BS in Accounting. Vonda, her husband and two sons reside in Oriental, North Carolina.
New Business Specialist
Shari Stiles is Lang Capital’s New Business Specialist and has been with the company for 3 years. Shari works very closely with Pete in the initial stages of new account set up, including applications and transfers and assists Pete in case design. Shari attended Brewton Parker College in Vidalia, Georgia. Shari has ten years of experience working with high net worth and ultrahigh net worth clients with two top international financial organizations including Goldman Sachs. She is insurance licensed and is currently pursuing her Series 65. Shari and her husband reside in Guyton, Georgia.
Director of First Impressions
Yvonne Slingluff is Lang Capital’s Director of First Impressions and is responsible for ensuring that our clients feel welcome when visiting our office. Yvonne coordinates client appointments and communication, implements our educational workshops, assists with client events and also takes pride in ensuring our office runs smoothly. Yvonne and her two children are natives of the Hilton Head Area.
To schedule a time to discuss your financial future, contact us here or call us at (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head) today!