Industries Covered

Members of the Carolinas Referral Group and the companies they represent cover a wide array of industries that provide products and services in the Greater Charlotte Region. From real estate to digital marketing to personal health and fitness, CRG provides an avenue of networking that works for all types of businesses and individuals. Below you will find a list of industries that are currently covered at CRG and the members that represent them.

Steven Apa

Steven M. Apa CPA

Attorney - Estate & Probate

Patricia Lee

The Law Office of David J McWilliam

Attorney - Estate & Elder

David Dean

Heritage Law Firm

Christopher Leddy

Heritage Law Firm

Attorney - Family Law

Haley Harden

Harden Law Firm

Attorney - General Practice

Jessica Pepper

Law Office of Paul H. Bass, PLLC

Attorney - Personal Injury

James Duncan

Duncan Legal, LLC

Banking/Merchant Services

Stacie Overcash

First Bank


Peggy Kuhlmann

PK Business Logistics

Branding & Photography

Olgia Kenner

Visual Branding LLC

Business Banking

Ana Espinoza

BB and T Bank

Business Signage

Amanda Woodford


CBD Education

Heather Wiskes

Get Me Some Green - Medi+CBD


Jessica Bradburn

Cultivate Health Chiropractic

Adam Cooper

Carolina Chiropractic & Wellness

Doug Morris

Clearview Family Chiropractic


Christian Easley

Spectrum Business

Corporate Housing

Laurie Shirley

Relocation & Corporate Concepts


Jeff Brockman

Jeff's Art of Empathy

Credit Card Processing

Hap Morgan

Hartland Payment Processing

Jennifer Tindall

Heartland Payment Systems

Digital Marketing

Markelle Harden

Classy Inbound

Lamar Hull

Organic Clicks, LLC

Paul Szeglowski


Document Shredding

Cari Morrell

Carolina Shred


Lorenzo King

LK Productions

Kevin Porter

Elite Entertainment

Exit Planning & Transition Services

Andrew Tucker


Financial Services

Leonard Brecken

Brecken Capital Advisors, LLC

Joseph Giordano

Edward Jones

Richard Kennell

Mass Mutual Carolinas

Adam Leach

Edward Jones

Meredith Strosser

LPL Financial

Mike Willard

Edward Jones


Kent Ravaioli

NewGen Restores

Cheney Robinson

The Britton Flooring Co.


Magi Crawford

Broken to Better Urgent Care

Claudian Davis

B. Well Physio and Wellness Continuum, LLC

Shawnie Perkins, PA-C

Arbor Vitae Holistic Medical Center

Amy Steinmetz


Monica Vaghela

Charlotte Natural Wellness

Health Insurance

Katie McGee

US Health Advisors

Maria Overcash

Carolina Health Connection

David Shrum

US Health Advisors

Heating and Cooling

Robert Acre, Jr.

Acre Heating and Cooling

Dan Stebbing

Priority Comfort NC

Home Inspection

Shaun Gamble

Veterans Home Inspection

Kelly Macaluso

Eye Spy Carolina Home Inspection


Cortney Peterson

Hampton Inn - Rock Hill

Information Technology

Paul Blanchette


Mike Dunn

Carolinas Cloud

David Natter

Answer Technologies Inc.

David Sims

Security First IT


Jenny Buzek

CoSaint Insurance

Jack Cherry

State Farm Insurance

Lloyd Louchez

Goosehead Insurance

Benjamin Martin

Liberty Mutual Insurance

Insurance - Commercial

Ashton Gaines


Chuck Wiedenhoeft

Pentagon Group Insurance


Jeff Lees

Send Out Cards

Massage Therapy

Virginia Hicks

Knead It or Knot Massage


Alicia Blevins

Ameris Bank

Shayfer Early

FBC Mortgage

Theresa Green

Movement Bank

Libby Love

Prime Lending

Michael Pennington

RMS Mortgage

Moving & Junk Removal

Guillermo Hernandez

College Hunks Hauling Junk & Moving

Payroll Service

Cody Gregory

DirectPay Payroll Services

Pest Control

Tim Campbell

Segue Environmental

Pressure Washing

Paul Adkins

Tru Clean Pressure Washing

Printing & Promotional Products

Mike Ferretti

Ferretti Marketing Solutions

Bob Sorrell

International Minute Press

Radon Mitigation

David Storm

Reliable Radon Solutions

Real Estate

Holly Byrd Sullivan

Keller Williams Real Estate

Merritt Croom

The Tuttle Company

Faiyaz Dossaji

Carolinas Dream Team at Keller Williams Realty

Robin Hensel

ProStead Realty

Lane Jones

Group Jones with Helen Adams Realty

Chuck Moore

Century 21 Vanguard

Mike Morrell

Carolinas Dream Team at Keller Williams

Andy Nock

Allen Tate Company

Residential Cleaning Service

Shannon Goudreau

Expert Scrubbers

Security Systems

Josh Langley

CPI Security

Tax & Business Consulting

Robert Trautwein


Tax Consulting

Vince Gahren

Carolina Tax Consulting LLC

Title Insurance

David Hoechster

Tar Heel State Title, LLC

Travel Agent

Lareina Welch

Walts World Vacations

Video Production

Greg Prinz

Chapter One Films

Louise Summey

Ellie Video Productions