Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Insurance
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Awards & recognition

  • April Oliver, Forbes Best-in-State Women Wealth Advisors, 2022
  • Catalyst Financial Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Hogan Fulghum, Five Star Wealth Manager, 2013-2017, 2019, 2021-2023

Community participation

Hogan Fulghum works with the Alzheimer's Association.

April Oliver is a member of the Women Executives, also involved in the Girls On The Run of Charlotte as a Coach.

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

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