Blog

Sara Caudle, Investment Associate Sara joined the team at Anchor Management in April of 2021 and, after working several years with both institutional and personal investment portfolios, she enjoys the collaborative culture at Anchor that places clients above commissions. Sara believes long-term investment strategies deliver positive results more often than approaches with  short-term focus, andRead more

Laura Culler, Controller Laura Culler brings a thoughtful, solutions-oriented mindset to her role as controller. She values collaboration and integrity and believes that a well-run finance function is essential to building trust and long-term relationships — both with clients and within the team. Her goal is to ensure that Anchor’s financial operations not only supportRead more

Birgit “Sam” Lumpkin, Director of Operations With years of office management experience across a spectrum of industries, Sam keeps the wheels greased at Anchor Investment Management so its focus can remain on client service. She believes her colleagues at Anchor and its office culture make her job one of the best she’s ever had inRead more

Sandra Hastings, Senior Client Services & Insurance Associate Sandra places a high priority on client care and satisfaction, believing “clients go where they feel welcomed, and they stay where they’re appreciated.” She believes in working hard and striving to meet or exceed client expectations while supporting the mission of Anchor Investment Management. As a German-bornRead more

Cheryl Henderson, Senior Client Services & Enrollment Coordinator Cheryl provides a wealth of institutional and industry knowledge for clients of Anchor Investment Management. She started serving clients in 2000 with Gerry Ward under Ward Financial Advisors and continued serving after the firm merged with Anchor in 2013. She leverages her experience in both business andRead more

Jill Kearse, Client Services Associate & Estate Planning Coordinator Jill joined the team at Anchor Investment Management after serving in the financial services industry followed by an eclectic career in sales and marketing. Her experience has taught her that listening to a client and performing tailored research meets their needs more often than trying toRead more

Carole Moser, Senior Client Associate Client care is Carole’s top priority, and with over 30 years of experience, she considers Anchor Investment Management the best in the business at client engagement. Carole believes the positive and nurturing culture at Anchor cultivates cooperation between colleagues, and this synergy attracts clients who can trust Anchor to alwaysRead more

Dawn Scholl, Client Services Associate Anchor Investment Management thought they needed a part-time employee on a temporary basis in 2015, but soon after Dawn started working there, the office realized they could not manage without her. Dawn loves to learn new things and there’s no task too great or small for her to tackle. SheRead more

Amy Tucker, Senior Client Associate Amy joined the team at Anchor Investment Management with over 30 years of experience in the banking industry, handling everything from sales to client relations. She wants clients to feel good about working with Anchor to manage their financial future, and she ensures they always have a positive experience. BeforeRead more

Decoy Pender, Chief Barking Officer Anchor officially welcomed Decoy in July 2021.  With a versatile background, he brings many unique talents to the team including alerting the firm of potential threats (when awake), ensuring the kitchen floor is crumb free, and taking laps around the office to see who is available to pet him.  DecoyRead more