Working Together To Protect Your Financial Future

Teamwork makes the dream work.

—John Maxwell

Our Team

Meet the professionals behind our company

Meet the folks who make it all happen.

We see big potential in every moment, and care deeply about what we do every day. Our boutique, independent financial advisory practice with a focus on retirement planning helps ensure our clients are receiving best in class service and unbiased recommendations to help them achieve their retirement planning goals.

*Advisory Services offered through J.W Cole Advisors, Inc. (JWCA).

Blue Financial, Inc. & JWCA are unaffiliated entities.

Blue Financial's Core Values

Our passion is helping people achieve their financial and retirement goals. We stand by these values during every interaction, whether you're a first-time client or a long time friend.

Clients 1st

Teamwork

Honesty & Integrity

Humility

Alex Calott, NSSA®

Partner and Financial Advisor

Alex is a partner at Blue Financial, Inc. and provides advisory services through J.W. Cole Advisors, Inc. Alex is a firm believer in developing retirement plans that are driven by meaning and purpose. He and the Blue Financial, Inc. team strive to maximize the financial efficiency in your life, so you can spend less time worrying about what is next, and more time focusing on what matters most to you. He is passionate about building comprehensive financial plans through his lens as a fiduciary advisor, always putting his client’s interest above his own.


Alex obtained his degree from UNC Charlotte where he was the Conference USA Scholar Athlete of the year. Austin and Alex met as tennis opponents but found victory as doubles partners. Success did not stop on the court. They founded Blue Financial, Inc. on the pillars of trust and creating close-knit relationships. Outside of the office, he can be found adventuring & spending time with his wife Lauren!

Austin Powell, CFP®, NSSA®

Partner and Financial Advisor

Austin is a partner at Blue Financial, Inc. and provides advisory services through J.W. Cole Advisors, Inc. He obtained a bachelor’s degree in business administration with a financial concentration from North Carolina State University where he was also an All-ACC tennis player. After moving to the Queen City from Raleigh, Austin has become a loyal fan to the Hornets and Carolina Panthers while also enjoying golfing, aviation, and spending time with his wife Courtney and their dog Holly. He prioritizes quality time with family and delivers the same level of passion and dedication to his client relationships.


Austin has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification in addition to being a National Social Security Advisor (NSSA®). He also holds his Series 65 securities license as well as life & health insurance license. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.

Sydney Sledzieski, FPQP®

Communication and Relationship Specialist

Sydney is the Communication and Relationship Specialist at Blue Financial. She earned her degree in Business Administration with a concentration in Marketing. Sydney is a Financial Paraplanner Qualified Professional (FPQP), which enables her to assist our advisors in many ways. She is also a public notary in the state of North Carolina and offers complementary notary services to Blue Financial clients.

Sara Lawson

Client Service Specialist

Sara is the Client Service Specialist at Blue Financial. She studied in the Queen City at UNC Charlotte. Sara assists our advisors and clients by serving as the main point of contact for all service requests. Her favorite aspect of being part of the Blue Team is getting to interact with each of our clients and see them through the financial planning process. Outside of work Sara enjoys playing golf and hanging out with her dog, Jax.

Jane Collins

Experience Specialist

Here at Blue Financial our clients are our most valued asset. As one of your Experience Specialists, Jane is here to welcome you to our family and help you feel truly comfortable. Her passion has always been to serve others, and you can count on her to be there to lend a helping hand or offer a warm smile to our clients.

Kim Calott

Experience Specialist

Kim has served as a dedicated Experience Specialist to the Blue Financial family for nearly ten years. She enjoys creating and maintaining relationships with clients that last the test of time. Before joining the Blue Team Kim worked as a Special Education Teacher in Charlotte. She finds joy in helping others and looks forward to being someone you come to know and depend on.

100%

FIDUCIARY &

INDEPENDENT

We specialize in helping people plan for a successful retirement. We do our best work with:

Age 50+

Retirement investors over age 50 who are already retired or want to make "work optional" in the next 5-10 years.

$250k+

Diligent savers who have accumulated investments of $250,000 or more and want to potentially reduce their tax burden.

(Excluding real estate.)

Experienced

Those who value working with a team of experienced professionals because they know their retirement is too important to go it alone.

Your Free Retirement BluePrint

A simple 3-step process that will show you how to help improve your retirement success & reduce your potential tax burden.

Schedule Your Retirement BluePrint Assessment →

Still have questions? Keep reading...

  • Do you meet with people virtually?

    While we prefer to meet you in-person at our office, we are equipped to meet and work with people virtually no matter where they're located!


    Our office uses a video conferencing software called Zoom to conduct our virtual meetings.


    Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.

  • What makes you different from other financial advisors?

    There are 3 main things that separate us from other financial advisors:


     1. We are soley focused on retirement planning. Because of that, we are much more equipped to handle the uniqe needs of those approaching or entering retirement to ensure they don't run out of money or pay too much in taxes.


     2. We are an independent firm. As an independent firm, we act as a fiduciary and are not tied to one specific line of investments. We always develop our plans based on the investments and strategies that are in the best interest of each client's unique situation and goals.


     3. We limit the number of new clients we take on so we can deliver high-quality, personal service. We take pride in the work we do and the life-long relationships we develop with our clients.

  • Why should I consider working with you?

    Great question! Let's start with why you shouldn't work with us.


    If you're looking for someone who can beat the stock market, then we're not a good fit for you. It's impossible to time the market and that usually leads to underperformance. We only focus on the things that we can control and the risks we can plan for.


    Our clients understand that retirement planning is a long-term strategy that requires a comprehensive plan and a strong team.


    You should work with us if you want to ensure you don't run out of money in retirement, are reducing unnecessary taxes through advanced planning, and leave a lasting legacy for your heirs without a huge tax burden.

  • Where is your main office?

    Our office is located in Charlotte, NC at 5970 Fairview Rd., Suite 712 Charlotte, NC 28210 off Piedmont Row Dr.

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