Meet our Team


 

 

John H. Putnam – President
John grew up on a cattle farm in a small town, went to college at N.C. State, has been married for 25 years and has three children. He is an entrepreneur at heart and led a thriving practice in the financial services industry for 22 years advising high capacity families, entrepreneurs, executives and private businesses. He has his CFP® designation (Certified Financial Planner), has received numerous industry awards and has been internationally recognized as a leader in his industry by the Million Dollar Round Table.

John has always been active in his community serving in leadership roles in Boy Scouts, the arts, non-profits, his church, and schools. John is an avid writer and speaker. He has had extensive media exposure in sharing his ideas, opinions and insights with millions of people on financial issues facing families and businesses, via local, regional and national television, radio and periodicals.

Over the past 10 years, John began to focus more on his client’s life planning and the issues behind their financial and wealth transfer decisions. He spent these same years in concentrated study in this unique field with the best subject matter experts in the country. He has coached and led hundreds of individuals and families through thoughtful processes and conversations to create clarity and unity to move toward achieving their respective goals and impact. This faith-filled passion and calling, combined with his financial industry expertise, led him to transition from his financial advisory practice in March, 2012. He is the Founding President of National Christian Foundation Piedmont in Charlotte, N.C., a regional affiliate of National Christian Foundation in Atlanta, Georgia, with a vision to encourage Kingdom impact and mobilize Kingdom resources.

 
   

 

 

 

Laurie Jackson – Director of Client Services
Laurie joined John in his financial practice in July, 2010. Her background is in office administration in the insurance industry. She is an expert in dealing with clients and serving them with excellence and kindness in any situation. She has been married to Mike for 22 years and they have two wonderful teen-age children. She enjoys being outdoors and volunteering at Beds for Kids.

 
Multiply your impact
Many people think that in order to give more to charity, you have to cut into your personal lifestyle expenses. And while sacrificial giving is a wonderful, God-honoring act of faith, there's another way to multiply your impact: donating non-cash ... read more
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1 Billy Graham Parkway
Charlotte, NC 28201
704.716.2900 phone
704.716.2901 fax
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