Our Team
Elizabeth Gregg, MBA, ChFC CDFA ™
Managing Partner
Elizabeth Gregg, MBA, ChFC, CDFA, is the Managing Partner and founder of Fairview Wealth Advisors, where she has been helping business owners, individuals, and families in the Charlotte community since 1998.Beth built Fairview Wealth...
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Andrea Kovacs Wolf, MBA
Partner, Wealth Manager & Financial Planner
Andrea Kovacs Wolf, MBA, is a Partner and Wealth Manager at Fairview Wealth Advisors, where she provides customized financial planning and wealth management guidance to individuals and families in the Charlotte, NC area.
Jon Swofford
Partner, Wealth Manager, LPL Financial Planner
Jon Swofford is a Partner, Wealth Manager, and Financial Planner at Fairview Wealth Advisors in Charlotte, NC, specializing in wealth planning and client education.Jon began his financial services career at Fidelity Investments in 2016...
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