About Us

^{What We Do} A Partner On
Your Life Journey

Whether you’re a new investor, preparing for retirement, or creating your legacy, you deserve to work with mission-driven financial professionals. We couldn’t be more honored to serve clients who have entrusted us with their assets, their confidence, and their financial futures.

Supporting You Through Every Financial Chapter

Supporting You Through Every Financial Chapter

Clients from all walks of life rely on our perspective and service. We’re always listening and learning, and we couldn’t be more grateful to share our knowledge with our clients.

^{Our Team}

Joe Jaspers

Joe Jaspers, CFP^®

Vice President, Wealth Management

(704) 391-5600 ext. 2608

joe.jaspers@lpl.com

Joe Jaspers is our Vice President of Wealth Management with Carolinas Telco Capital Advisors. For almost 30 years, he has been helping credit union members plan for their financial futures as a Certified Financial Planner™.

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Anna Davis

Anna Davis

LPL Registered Administrative Associate

(704)391-5600 ext.2606

anna.davis1@lpl.com

Anna Davis works as the LPL Registered Administrative Associate, providing outstanding service to clients daily.

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^{Contact Us}Let’s Get Started

Ready to talk about your financial goals? Start your personalized journey today!

Schedule a Call

Contact

Office: (704) 391-5600 ext. 2608

9813 South Boulevard

Suite 101

Charlotte, NC 28273

joe.jaspers@lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Carolinas Telco FCU and Carolinas Telco Capital Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Carolinas Telco Capital Advisors, and may also be employees of Carolinas Telco FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Carolinas Telco FCU or Carolinas Telco Capital Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency	Not Credit Union Guaranteed	Not Credit Union Deposits or Obligations	May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS