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.

 
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Brandon Davis – Executive Operations Director
Brandon joined National Christian Foundation Piedmont in May 2017. He is responsible for executing the day-to-day operations, finances, projects and gift opportunity process of the organization.

Brandon brings over 18 years of finance, insurance and wealth management experience to NCF. Prior to joining NCF, Brandon served as a Wealth Advisor with Rinehart Wealth & Investment Advisory, providing clients with comprehensive financial planning. He also served as Principal and Vice President of The Morehead Group, collaborating with clients and their professional advisors to structure, implement and administer comprehensive life insurance plans designed to meet the complex needs of the affluent individual. Throughout his career, Brandon has worked closely with estate planning professionals, attorneys, accountants, trust officers and wealth managers.

Originally from Hickory, North Carolina, Brandon graduated with distinction from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration. After graduation, he spent four years at Wachovia Capital Markets as a corporate financial analyst and as an associate in the bank’s institutional investor management group. He is a Certified Financial PlannerTM professional.

Brandon was the Past President of the Financial Planning Association of Charlotte and is a member of the Charlotte Estate Planning Council as well as the Society of Financial Service Professionals. He is an active member of Uptown Church where he also serves as a Finance Deacon. Brandon and his wife Teresa were married in 2003 and have two children.

 
 

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
Often using what's in your hand instead of what's in your wallet can make a huge difference when it comes to giving. Learn how one family was able to give almost a half a million more to charity by gifting land instead of ... read more
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1 Billy Graham Parkway
Charlotte, NC 28201
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704.716.2901 fax
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