WEALTH MANAGEMENT TEAM
With over 40 years of investment experience, our Wealth Managers are responsible for the supervision of your investment assets.
Your Wealth Manager will serve as your lead contact for conference calls and portfolio monitoring, as well as being responsible for reviewing your accounts periodically to assure your financial goals are being achieved.
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Robert V. Sytz, Jr., CPA, CFP®
Bob is President and CEO of Select Consulting, Inc. As the founder of Select Consulting, Bob has more than 25 years of professional experience in financial and investment planning. Bob earned a bachelor’s degree in accounting from the University of North Carolina at Charlotte. He received his Certified Public Accountant certificate in 1984 and his Certified Financial Planning certificate in 1986. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Bob and his wife, Beth, have two sons and live in Gastonia, NC. He is active in his community, working with various organizations. During Bob’s free time, he enjoys sailing, fly fishing and traveling.
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Jeffrey A. Harrell, CFA
Jeff is Vice President and Director of Portfolio Management at Select Consulting. He joined Select Consulting in June 2000 after graduating from California State University at Sacramento with a degree in Business Administration (Finance Concentration). He formerly worked at London Pacific Advisors as a research analyst. Jeff obtained his Chartered Financial Analyst designation in 2003. He is a member of the CFA Institute and the CFA North Carolina Society.
Jeff is originally from Sacramento, CA. He has been married to his wife Mauree since 2008 and they have a cat, Ticker (yes, as in the stock ticker). In his spare time he volunteers at inner city ministries and is an avid traveler with a goal to visit every baseball stadium in America.
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Brett S. Miller, CPA, CFP®
Brett is a Wealth Manager who joined Select Consulting in June of 2007 after graduating from The Citadel with a degree in Business Administration (Accounting Concentration). Brett obtained his Certified Public Accountant certificate in 2008 and his Certified Financial Planner certificate in 2010. He is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Brett is a native of Gastonia, NC. He and his wife, Sarah, live in Charlotte and have an English Springer Spaniel, Molly. Outside of work, Brett enjoys running, mountain biking, and golfing.
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K. Warren Poe, Jr., CFP®
Warren is a Wealth Manager at Select Consulting, joining the team in April of 2010 after having worked at Synergy Investment Group for 6 years. Warren attended Wake Forest University and graduated with a degree in Communications, a minor in International Studies, and having completed an intensive program of business disciplines. He obtained his Certified Financial Planner certificate in 2007.
A native Charlottean (which is rare), Warren and his wife, Heather, continue to reside in Charlotte with their dog, Wylie, a Cavalier King Charles Spaniel. Outside of the office, Warren enjoys golf, skiing, saltwater fishing and spending time with family and friends.
