ABOUT US

RELATIONSHIP MANAGERS

In addition to your Wealth Manager, each client will work with a dedicated Relationship Manager who will also be familiar with your individual situation.

Your Relationship Manager is always available to answer questions related to your investment accounts or to take care of administrative issues. They are an additional contact with firsthand knowledge of your accounts.


  • susan-jones

  • Susan G. Jones

    Susan has been with Select Consulting since its inception in 1999. She started as the only support person and is now overseeing the team of employees at Select Consulting. Her relationship with clients is long-lasting and outstanding. Susan really enjoys solving problems and taking care of clients everyday. Knowing that clients’ time is very valuable, her goal is to make their relationship convenient and efficient.

    Susan is a native Carolinian and has lived in the Charlotte area all of her adult life. When not at work, she enjoys gourmet cooking with her two sons. Art, gardening and reading are also passions and she has a large collection of cookbooks! She loves boating (lake or ocean) with her husband and music, especially opera, but she promises not to sing to you!

  • Patricia M. Martin, CPA

    A Relationship Manager for her family of clients, Patty is also the initial contact for most prospective clients. She takes pleasure in speaking with people from all over the country discussing the services of Select Consulting and explaining how this might be the firm needed to handle the management of their portfolio. We currently have clients in 45 states and are striving for creating a presence in all 50.  Patty would love to complete the map!! She is a graduate of Skidmore College with a degree in math and economics. Patty obtained her CPA designation in 2003 and is a member of the North Carolina Association of Certified Public Accountants. She has truly enjoyed working with the Select Consulting team since 2002.

    She is the mother of three grown sons and has a darling granddaughter. When not at the office, embroidery, theater, travel, and the latest movies are major interests. Originally from northern Vermont, she made a slow migration south and now considers Charlotte “home.”

  • Erin B. Henry

    Erin Henry has been a Relationship Manager at Select Consulting since September of 2007. She graduated from Appalachian State University with a degree in Finance and worked in a couple of different financial fields before landing at Select Consulting and, as she says, “I’m not going anywhere!” She loves her job and the variety of responsibilities that come with it. She particularly enjoys the chance to form relationships with her clients and the opportunity to help them meet their investment goals.

    Erin is madly in love with her wonderful husband and her two dogs, adopted from the Humane Society, who keep them both on their toes! She is very involved in her church community and tries to volunteer (near or far!) whenever the opportunity arises. A cowgirl at heart, she likes country music, line dancing and horseback riding. In her few moments of spare time, Erin is an avid reader and also enjoys finding any opportunity to host get-togethers for friends and family.

  • Teresa Turner-Hall

    Teresa has been with Select Consulting since 2008. She moved to Charlotte from South Australia, Adelaide a few years ago and loves it here. Her attention to detail and passion for a challenge makes her a valuable member of the Select Consulting team.

    She has two daughters, Taylor and Haley, and gushes about them regularly (with good reason). With Taylor starting medical school and Haley starting college, there are plenty of reasons to be proud. When she’s not at Select Consulting, you can find her on the tennis court, playing league or team tennis. She is also a cake decorator and runs “The Cake Lady,” a small business specializing in dimensional artistic cakes. She grows an amazing vegetable garden every year and loves to cook. She also loves travel, scrapbooking and pretty much every craft out there!

  • Jenna L. Bryan

    Jenna is one of the newest members of the Select Consulting team and has been enjoying getting to know each of our clients. Chances are that she will answer the phone if you call in to the office, so take a minute to say hello. Jenna has been working closely with the other Relationship Managers to learn how to help with almost any issue that might come up, so if there is anything you need, please let her know.

    In her spare time, Jenna enjoys traveling, most often to Florida and New York to visit family. She loves spending time with friends, trying out new restaurants and entertaining at home, tennis, and playing with her Newfie, Anabell (who is the best dog in the world. . . really)!