Our Charlotte Office

Meet Our Charlotte Team

Tracy Allen
Senior Financial Advisor

Tracy Allen, CFP®
Senior Financial Advisor

Tracy joined Parsec in 2008. She holds a Bachelor of Arts in English from Southern Methodist University and a Master of Arts in English from the University of Toledo. She is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association. Prior to joining Parsec, she spent 13 years with Charles Schwab & Co., Inc., most recently as a manager of Charlotte’s South Park office. She is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association. Her areas of expertise include employee education for retirement plans as well as Medicare and Social Security planning. She and her husband Jim moved to Charlotte in 1992; they enjoy travel, reading and cooking.

Aaron Combs
Financial Advisor

Aaron Combs, CFP®
Financial Advisor

Aaron joined Parsec in 2011 in the Charlotte office. Originally from Williamstown, WV, Aaron is a graduate of Winthrop University where he earned a Bachelor of Science in finance with a concentration in planning. He is also a Certified Financial PlannerTM practitioner.  Aaron enjoys sports and travel in his free time.

Gregory D. James
Partner

Gregory D. James, CFP®
Partner

Greg joined Parsec in 2001. His holds a Bachelor of Science in accounting from Pennsylvania State University. Greg has completed professional studies at the College for Financial Planning® and is a Certified Financial PlannerTM practitioner. He has worked in many capacities in the investment management field since 1986 and was formerly a senior advisor at Charles Schwab & Co., Inc. His experience also includes working as an accountant for the DuPont Corporation. Greg serves on the Board of Governors and is the President elect for the Charlotte City Club. He enjoys spending time on the South Carolina coast and sailing the Charleston Harbor with family and friends.

Michael J. Ziemer
Partner

Michael J. Ziemer, CFP®
Partner

Michael joined Parsec in 2004. In addition to earning a Bachelor of Business Administration degree in finance from Indiana University, the Indiana native studied abroad at the American College of London in London, England. His focus overseas was international business. He has also completed professional studies at the College for Financial Planning®. Prior to joining the firm Michael worked as an investment representative for Charles Schwab & Co., Inc. He is a Certified Financial PlannerTM practitioner and is on the finance committee for Susan G. Komen, Charlotte. Michael enjoys spending time with his wife and 3 children and also coaches for Myers Park Trinity Little League.

Nancy Blackman
Portfolio Manager

Nancy Blackman, CFP®
Portfolio Manager

Nancy joined Parsec in 2014. She graduated from York College of Pennsylvania with a Bachelor of Science in accounting and completed professional studies at Queens University, Charlotte to become a Certified Financial PlannerTM practitioner. Prior to joining Parsec, she worked in public accounting and as a financial consultant for Bank of America and Wells Fargo. Nancy has lived in the Charlotte community since 1996 and is a Certified Master Gardener.

Millicent A. Carter
Financial Planner

Millicent A. Carter, FPQPTM
Financial Planner

Millicent joined Parsec in 2005. She graduated from Pfeiffer University in 1992 with a Bachelor of Science in criminal justice. Millicent is also a Financial Paraplanner Qualified ProfessionalTM designee. She is a native of New York, but fell in love with the South while at Pfeiffer. Millicent has 6 children that keep her life full.

Karen Augliera
Client Service Specialist

Karen Augliera, FPQPTM
Client Service Specialist

Karen has been with Parsec since 2012. Karen graduated from Iona College with a Bachelor of Business Administration in business economics. Originally from New Jersey, she has lived in the Charlotte area for more than 22 years. Her previous work experience includes fourteen years as a liability claims adjuster and litigation examiner at Chubb and Son, Inc. She has also worked as a manager for a small retail store and a bank teller. Karen is also a Financial Paraplanner Qualified ProfessionalTM designee.

Christina Schappert
Client Service Specialist

Christina Schappert
Client Service Specialist

Christina began working for Parsec in 2016, upon graduating from Binghamton University with a Bachelor of Science in financial economics. Throughout college, she worked with small businesses in her college town to help them develop their business plans, and obtain government grants and funding. Outside of work, she enjoys reading, golfing and traveling.

Karisa Weissgerber
Client Service Assistant

Karisa Weissgerber
Client Service Assistant

Karisa joined Parsec in 2018. Originally from Oakland, MD, Karisa is a graduate of West Virginia University where she earned a Bachelor of Science in marketing. Prior to joining Parsec, she worked as a Retail Management Associate for First United Bank and Trust. Karisa enjoys spending time working out, wake surfing, and being with friends and family.

Tracy Allen
Senior Financial Advisor

Tracy Allen, CFP®
Senior Financial Advisor

Tracy joined Parsec in 2008. She holds a Bachelor of Arts in English from Southern Methodist University and a Master of Arts in English from the University of Toledo. She is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association. Prior to joining Parsec, she spent 13 years with Charles Schwab & Co., Inc., most recently as a manager of Charlotte’s South Park office. She is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association. Her areas of expertise include employee education for retirement plans as well as Medicare and Social Security planning. She and her husband Jim moved to Charlotte in 1992; they enjoy travel, reading and cooking.

Aaron Combs
Financial Advisor

Aaron Combs, CFP®
Financial Advisor

Aaron joined Parsec in 2011 in the Charlotte office. Originally from Williamstown, WV, Aaron is a graduate of Winthrop University where he earned a Bachelor of Science in finance with a concentration in planning. He is also a Certified Financial PlannerTM practitioner.  Aaron enjoys sports and travel in his free time.

Gregory D. James
Partner

Gregory D. James, CFP®
Partner

Greg joined Parsec in 2001. His holds a Bachelor of Science in accounting from Pennsylvania State University. Greg has completed professional studies at the College for Financial Planning® and is a Certified Financial PlannerTM practitioner. He has worked in many capacities in the investment management field since 1986 and was formerly a senior advisor at Charles Schwab & Co., Inc. His experience also includes working as an accountant for the DuPont Corporation. Greg serves on the Board of Governors and is the President elect for the Charlotte City Club. He enjoys spending time on the South Carolina coast and sailing the Charleston Harbor with family and friends.

Michael J. Ziemer
Partner

Michael J. Ziemer, CFP®
Partner

Michael joined Parsec in 2004. In addition to earning a Bachelor of Business Administration degree in finance from Indiana University, the Indiana native studied abroad at the American College of London in London, England. His focus overseas was international business. He has also completed professional studies at the College for Financial Planning®. Prior to joining the firm Michael worked as an investment representative for Charles Schwab & Co., Inc. He is a Certified Financial PlannerTM practitioner and is on the finance committee for Susan G. Komen, Charlotte. Michael enjoys spending time with his wife and 3 children and also coaches for Myers Park Trinity Little League.

Nancy Blackman
Portfolio Manager

Nancy Blackman, CFP®
Portfolio Manager

Nancy joined Parsec in 2014. She graduated from York College of Pennsylvania with a Bachelor of Science in accounting and completed professional studies at Queens University, Charlotte to become a Certified Financial PlannerTM practitioner. Prior to joining Parsec, she worked in public accounting and as a financial consultant for Bank of America and Wells Fargo. Nancy has lived in the Charlotte community since 1996 and is a Certified Master Gardener.

Millicent A. Carter
Financial Planner

Millicent A. Carter, FPQPTM
Financial Planner

Millicent joined Parsec in 2005. She graduated from Pfeiffer University in 1992 with a Bachelor of Science in criminal justice. Millicent is also a Financial Paraplanner Qualified ProfessionalTM designee. She is a native of New York, but fell in love with the South while at Pfeiffer. Millicent has 6 children that keep her life full.

Karen Augliera
Client Service Specialist

Karen Augliera, FPQPTM
Client Service Specialist

Karen has been with Parsec since 2012. Karen graduated from Iona College with a Bachelor of Business Administration in business economics. Originally from New Jersey, she has lived in the Charlotte area for more than 22 years. Her previous work experience includes fourteen years as a liability claims adjuster and litigation examiner at Chubb and Son, Inc. She has also worked as a manager for a small retail store and a bank teller. Karen is also a Financial Paraplanner Qualified ProfessionalTM designee.

Christina Schappert
Client Service Specialist

Christina Schappert
Client Service Specialist

Christina began working for Parsec in 2016, upon graduating from Binghamton University with a Bachelor of Science in financial economics. Throughout college, she worked with small businesses in her college town to help them develop their business plans, and obtain government grants and funding. Outside of work, she enjoys reading, golfing and traveling.

Karisa Weissgerber
Client Service Assistant

Karisa Weissgerber
Client Service Assistant

Karisa joined Parsec in 2018. Originally from Oakland, MD, Karisa is a graduate of West Virginia University where she earned a Bachelor of Science in marketing. Prior to joining Parsec, she worked as a Retail Management Associate for First United Bank and Trust. Karisa enjoys spending time working out, wake surfing, and being with friends and family.

Meet Our Charlotte Team

Select a Department to View Team Members

Tracy Allen
Senior Financial Advisor

Tracy Allen, CFP®
Senior Financial Advisor

Tracy joined Parsec in 2008. She holds a Bachelor of Arts in English from Southern Methodist University and a Master of Arts in English from the University of Toledo. She is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association. Prior to joining Parsec, she spent 13 years with Charles Schwab & Co., Inc., most recently as a manager of Charlotte’s South Park office. She is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association. Her areas of expertise include employee education for retirement plans as well as Medicare and Social Security planning. She and her husband Jim moved to Charlotte in 1992; they enjoy travel, reading and cooking.

Aaron Combs
Financial Advisor

Aaron Combs, CFP®
Financial Advisor

Aaron joined Parsec in 2011 in the Charlotte office. Originally from Williamstown, WV, Aaron is a graduate of Winthrop University where he earned a Bachelor of Science in finance with a concentration in planning. He is also a Certified Financial PlannerTM practitioner.  Aaron enjoys sports and travel in his free time.

Gregory D. James
Partner

Gregory D. James, CFP®
Partner

Greg joined Parsec in 2001. His holds a Bachelor of Science in accounting from Pennsylvania State University. Greg has completed professional studies at the College for Financial Planning® and is a Certified Financial PlannerTM practitioner. He has worked in many capacities in the investment management field since 1986 and was formerly a senior advisor at Charles Schwab & Co., Inc. His experience also includes working as an accountant for the DuPont Corporation. Greg serves on the Board of Governors and is the President elect for the Charlotte City Club. He enjoys spending time on the South Carolina coast and sailing the Charleston Harbor with family and friends.

Michael J. Ziemer
Partner

Michael J. Ziemer, CFP®
Partner

Michael joined Parsec in 2004. In addition to earning a Bachelor of Business Administration degree in finance from Indiana University, the Indiana native studied abroad at the American College of London in London, England. His focus overseas was international business. He has also completed professional studies at the College for Financial Planning®. Prior to joining the firm Michael worked as an investment representative for Charles Schwab & Co., Inc. He is a Certified Financial PlannerTM practitioner and is on the finance committee for Susan G. Komen, Charlotte. Michael enjoys spending time with his wife and 3 children and also coaches for Myers Park Trinity Little League.

Nancy Blackman
Portfolio Manager

Nancy Blackman, CFP®
Portfolio Manager

Nancy joined Parsec in 2014. She graduated from York College of Pennsylvania with a Bachelor of Science in accounting and completed professional studies at Queens University, Charlotte to become a Certified Financial PlannerTM practitioner. Prior to joining Parsec, she worked in public accounting and as a financial consultant for Bank of America and Wells Fargo. Nancy has lived in the Charlotte community since 1996 and is a Certified Master Gardener.

Millicent A. Carter
Financial Planner

Millicent A. Carter, FPQPTM
Financial Planner

Millicent joined Parsec in 2005. She graduated from Pfeiffer University in 1992 with a Bachelor of Science in criminal justice. Millicent is also a Financial Paraplanner Qualified ProfessionalTM designee. She is a native of New York, but fell in love with the South while at Pfeiffer. Millicent has 6 children that keep her life full.

Karen Augliera
Client Service Specialist

Karen Augliera, FPQPTM
Client Service Specialist

Karen has been with Parsec since 2012. Karen graduated from Iona College with a Bachelor of Business Administration in business economics. Originally from New Jersey, she has lived in the Charlotte area for more than 22 years. Her previous work experience includes fourteen years as a liability claims adjuster and litigation examiner at Chubb and Son, Inc. She has also worked as a manager for a small retail store and a bank teller. Karen is also a Financial Paraplanner Qualified ProfessionalTM designee.

Christina Schappert
Client Service Specialist

Christina Schappert
Client Service Specialist

Christina began working for Parsec in 2016, upon graduating from Binghamton University with a Bachelor of Science in financial economics. Throughout college, she worked with small businesses in her college town to help them develop their business plans, and obtain government grants and funding. Outside of work, she enjoys reading, golfing and traveling.

Karisa Weissgerber
Client Service Assistant

Karisa Weissgerber
Client Service Assistant

Karisa joined Parsec in 2018. Originally from Oakland, MD, Karisa is a graduate of West Virginia University where she earned a Bachelor of Science in marketing. Prior to joining Parsec, she worked as a Retail Management Associate for First United Bank and Trust. Karisa enjoys spending time working out, wake surfing, and being with friends and family.

Tracy Allen
Senior Financial Advisor

Tracy Allen, CFP®
Senior Financial Advisor

Tracy joined Parsec in 2008. She holds a Bachelor of Arts in English from Southern Methodist University and a Master of Arts in English from the University of Toledo. She is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association. Prior to joining Parsec, she spent 13 years with Charles Schwab & Co., Inc., most recently as a manager of Charlotte’s South Park office. She is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association. Her areas of expertise include employee education for retirement plans as well as Medicare and Social Security planning. She and her husband Jim moved to Charlotte in 1992; they enjoy travel, reading and cooking.

Aaron Combs
Financial Advisor

Aaron Combs, CFP®
Financial Advisor

Aaron joined Parsec in 2011 in the Charlotte office. Originally from Williamstown, WV, Aaron is a graduate of Winthrop University where he earned a Bachelor of Science in finance with a concentration in planning. He is also a Certified Financial PlannerTM practitioner.  Aaron enjoys sports and travel in his free time.

Gregory D. James
Partner

Gregory D. James, CFP®
Partner

Greg joined Parsec in 2001. His holds a Bachelor of Science in accounting from Pennsylvania State University. Greg has completed professional studies at the College for Financial Planning® and is a Certified Financial PlannerTM practitioner. He has worked in many capacities in the investment management field since 1986 and was formerly a senior advisor at Charles Schwab & Co., Inc. His experience also includes working as an accountant for the DuPont Corporation. Greg serves on the Board of Governors and is the President elect for the Charlotte City Club. He enjoys spending time on the South Carolina coast and sailing the Charleston Harbor with family and friends.

Michael J. Ziemer
Partner

Michael J. Ziemer, CFP®
Partner

Michael joined Parsec in 2004. In addition to earning a Bachelor of Business Administration degree in finance from Indiana University, the Indiana native studied abroad at the American College of London in London, England. His focus overseas was international business. He has also completed professional studies at the College for Financial Planning®. Prior to joining the firm Michael worked as an investment representative for Charles Schwab & Co., Inc. He is a Certified Financial PlannerTM practitioner and is on the finance committee for Susan G. Komen, Charlotte. Michael enjoys spending time with his wife and 3 children and also coaches for Myers Park Trinity Little League.

Nancy Blackman
Portfolio Manager

Nancy Blackman, CFP®
Portfolio Manager

Nancy joined Parsec in 2014. She graduated from York College of Pennsylvania with a Bachelor of Science in accounting and completed professional studies at Queens University, Charlotte to become a Certified Financial PlannerTM practitioner. Prior to joining Parsec, she worked in public accounting and as a financial consultant for Bank of America and Wells Fargo. Nancy has lived in the Charlotte community since 1996 and is a Certified Master Gardener.

Millicent A. Carter
Financial Planner

Millicent A. Carter, FPQPTM
Financial Planner

Millicent joined Parsec in 2005. She graduated from Pfeiffer University in 1992 with a Bachelor of Science in criminal justice. Millicent is also a Financial Paraplanner Qualified ProfessionalTM designee. She is a native of New York, but fell in love with the South while at Pfeiffer. Millicent has 6 children that keep her life full.

Karen Augliera
Client Service Specialist

Karen Augliera, FPQPTM
Client Service Specialist

Karen has been with Parsec since 2012. Karen graduated from Iona College with a Bachelor of Business Administration in business economics. Originally from New Jersey, she has lived in the Charlotte area for more than 22 years. Her previous work experience includes fourteen years as a liability claims adjuster and litigation examiner at Chubb and Son, Inc. She has also worked as a manager for a small retail store and a bank teller. Karen is also a Financial Paraplanner Qualified ProfessionalTM designee.

Christina Schappert
Client Service Specialist

Christina Schappert
Client Service Specialist

Christina began working for Parsec in 2016, upon graduating from Binghamton University with a Bachelor of Science in financial economics. Throughout college, she worked with small businesses in her college town to help them develop their business plans, and obtain government grants and funding. Outside of work, she enjoys reading, golfing and traveling.

Karisa Weissgerber
Client Service Assistant

Karisa Weissgerber
Client Service Assistant

Karisa joined Parsec in 2018. Originally from Oakland, MD, Karisa is a graduate of West Virginia University where she earned a Bachelor of Science in marketing. Prior to joining Parsec, she worked as a Retail Management Associate for First United Bank and Trust. Karisa enjoys spending time working out, wake surfing, and being with friends and family.

Office Location

227 W Trade Street, #1840
Charlotte, NC 28202

Phone: 704-334-0894
Toll Free: 877-727-7321
Fax: 704-334-9323

Credentials

Select a credential to view a description.

AAMS®

AAMS®

Accredited Asset Management SpecialistSM and AAMS® are service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

AIF®

AIF®

Accredited Investment Fiduciary® and AIF® are designation marks owned by Fi360. These marks represent a specialized knowledge of fiduciary standards of care and their application to the investment management process.

BFA™

BFATM

Behavioral Financial AdvisorTM and BFATM are service marks of the Kaplan Professional Academy. These marks represent that the individual has met the standards of the Kaplan Professional Academy, including completing the education, exam and ongoing certification requirements.

CDFA®

CDFA®

Certified Divorce Financial Analyst® and CDFA® are service marks of the Institute for Divorce Financial Analysts (IDFA)TM. The CDFA® designation indicates satisfaction of initial and ongoing certification requirements set forth by the institution.

CFP®

CFP®

Certified Financial PlannerTM and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFB Board’s initial and ongoing certification requirements.

CPA

CPA

Certified Public Account and CPA are the marks that designate excellence for public accountants. CPAs must meet state specific education, experience, ethics, exam and continuing education requirements to use the marks.

CTFA

CTFATM

Certified Trust and Financial AdvisorTM and CTFATM are certification marks of the American Bankers Association (ABA). This mark indicates the individual has met established educational and work experience requirements, and satisfaction of ongoing certification requirements set forth by the association.

CFA

CFA

Chartered Financial Analyst® and CFA are certification marks owned by the CFA Institute. These marks are awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements.

FPQP™

FPQPTM

Financial Paraplanner Qualified ProfessionalTM and FPQPTM are registered service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

PFS

PFS

Personal Financial Specialist and PFS are certification marks owned by The American Institute of Certified Public Accountants (AICPA). This credential is granted solely to CPAs with considerable personal financial planning education and experience.

Credentials

Select a credential to view a description.

AAMS®

Accredited Asset Management Specialist and AAMS® are service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

AIF®

Accredited Investment Fiduciary® and AIF® are designation marks owned by Fi360. These marks represent a specialized knowledge of fiduciary standards of care and their application to the investment management process.

BFA™

Behavioral Financial Advisor and BFA are service marks of the Kaplan Professional Academy. These marks represent that the individual has met the standards of the Kaplan Professional Academy, including completing the education, exam and ongoing certification requirements.

CDFA®

Certified Divorce Financial Analyst® and CDFA® are service marks of the Institute for Divorce Financial Analysts (IDFA). The CDFA® designation indicates satisfaction of initial and ongoing certification requirements set forth by the institution.

CFP®

Certified Financial Planner and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFB Board’s initial and ongoing certification requirements.

CPA

Certified Public Account and CPA are the marks that designate excellence for public accountants. CPAs must meet state specific education, experience, ethics, exam and continuing education requirements to use the marks.

CTFA™

Certified Trust and Financial Advisor and CTFA are certification marks of the American Bankers Association (ABA). This mark indicates the individual has met established educational and work experience requirements, and satisfaction of ongoing certification requirements set forth by the association.

CFA®

Chartered Financial Analyst® and CFA® are certification marks owned by the CFA Institute. These marks are awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements.

FPQP™

Financial Paraplanner Qualified Professional and FPQP are registered service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

PFS

Personal Financial Specialist and PFS are certification marks owned by The American Institute of Certified Public Accountants (AICPA). This credential is granted solely to CPAs with considerable personal financial planning education and experience.

Where Deep Market Expertise Supports Responsible Investing.