About Us

Our History

Since our founding in 2009, Belmont Capital Advisors has grown as an independent firm with solutions ranging from wealth management to retirement planning. In many ways, working with individual investors truly reflects the heart of our firm. This is because we are an organization built on relationships – close, long-term relationships cemented over generations by a spirit of trust, integrity, and transparency. It is also because, like you, we are investors ourselves. We share your aspirations for safeguarding, enhancing, and passing on a legacy of financial security built over a lifetime of hard work.

Our financial advisors share the values that have built Belmont Capital Advisors. They appreciate that our name is not merely a brand. It is a living legacy that represents a commitment to delivering excellence to our clients. They recognize that entrusting your wealth to an investment firm is one of the most difficult and important decisions you will make. As investors ourselves, we understand this. As investment professionals, we are dedicated to ensuring that your faith in Belmont Capital Advisors is rewarded year after year, from generation to generation.

Our Philosophy

1. As humans, we empathize deeply, seeking first to understand.

2. As teachers, we work to increase understanding.

3. As advisors, we apply our specialized knowledge to improve each unique situation.

4. As citizens, we improve the community around us one household at a time.

Our Team

JoePat Roop

Founder, Chief Investment
Strategist

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Steve Norton

Financial Advisor & Licensed
Insurance Professional

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Kyle Sikes

Financial Advisor & Licensed
Insurance Professional

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Cory Shuford, CFP®

Financial Planner & Licensed
Insurance Professional

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Shaun Moynihan

Financial Planner

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Carla Brooks

Senior Sales Assistant

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Teresa Williams

Office Manager

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Kim Lail

Clients Relations Specialist

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Jerry J. Wojt

Client Relationships Manager &
Sales Assistant

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  • JoePat Roop

    Founder, Chief Investment
    Strategist

    Joseph Patrick Roop, called JoePat by friends and clients alike, began his investment career in 1992 as a college intern at Merrill Lynch. Subsequently, he worked as an investment advisor for a number of major banking institutions and investment firms before leaving this corporate environment to provide his clients with a more boutique-style experience.

    In spring 2009, JoePat founded Belmont Capital Advisors, Inc., a boutique investment firm for which he serves as the chief investment strategist. Since his first exposure to the investing arena in 1992, JoePat has been focused on financial planning as well as developing personal relationships with his clients. He takes pride in helping every client create a better financial future and ensuring that they are satisfied with their relationship with Belmont Capital and with JoePat personally. Beyond pride in a good working relationship, he is more than willing to invest his time to create a personal knowledge of his clients and their individual needs and desires. He then does his best to ensure those needs are addressed and that they can look forward to a time of less worry and stress about their life savings.

    Over the past 20 years, the financial investment market has seen a variety of dramatic changes, changes that JoePat has experienced firsthand. His primary goal is always to optimize and monitor client portfolios and to alert clients of pertinent tax information and market and investment changes. His wealth of knowledge and experience is invaluable in providing sound advice and insight not readily available elsewhere.

    In 2013, JoePat was voted Best Financial Advisor in the Gaston Gazette’s annual Best of Gaston. He has also been the recipient of a number of other awards and similar acknowledgements of his success.

    JoePat makes his home in Belmont, North Carolina, with his wife, Gail, and their two children, Henry and Alex.

  • Steve Norton

    Financial Advisor & Licensed
    Insurance Professional

    Steve began his career as a financial advisor in 1999 at A.G. Edwards. After spending five years there, Steve made the decision to move to the independent side of the business, where he would have the ability to give unbiased advice without conflicts of interest between his recommendations and his parent company. Steve founded Centermark Capital in 2006 and served as its principal until joining Belmont Capital Advisors. There, Steve was able to work closely with accounting firms, insurance benefits providers, mortgage and banking companies, and other specialists to provide holistic financial planning solutions to his clients.

    Steve has been working with families and small businesses for over seventeen years. He helps his clients plan and navigate every piece of their financial picture, including investment planning, retirement and estate planning, education planning, and insurance needs planning.

    Steve is a three-time recipient of the Charlotte Magazine Five Star Wealth Managers award and has received numerous other industry recognitions. He has also been interviewed and quoted by several local and industry news outlets, including Fox Business and Registered Rep Magazine.

  • Kyle Sikes

    Financial Advisor & Licensed
    Insurance Professional

    For nearly a decade, Kyle has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.

    After graduating from Western Carolina University, Kyle began his career as a banker with BB&T, where he developed a well-rounded understanding of the financial industry. He then transitioned to the world of financial advisement, where he helped manage over $300 million in client assets.

    Using this experience and knowledge of the industry, Kyle has dedicated his career to delivering the personalized investment, retirement, and financial planning services his clients seek for financial freedom. He currently holds his Series 7 and Series 66 securities licenses as well as Life, Health, and Variable Annuity licenses through the North Carolina DOI.

    Kyle is active in the communities in which he serves. He is currently a member of the Caromont Care Council as well as an active member of the Next Generation Fund and the Community Foundation of Gaston County. He spends his free time with family and friends and enjoys staying active by playing tennis.

  • Cory Shuford, CFP®

    Financial Planner & Licensed
    Insurance Professional

    Cory Shuford, CFP®, began his career in finance and investments in 2009 while interning with Edward Jones in Raleigh, North Carolina. After graduating cum laude at North Carolina State University with a bachelor’s degree in business, he went to work at LPL Financial.

    Cory strives to relieve client anxieties related to their finances so they can focus on the things in life most important to them.

    Cory is a Certified Financial Planner™ professional and observes financial planning as his main focus. He has a Series 7 and Series 66 license, as well as a North Carolina life insurance license.

    Cory and his wife, Amanda, call Huntersville, NC their home along with their two dogs. They love playing sports and both participate in recreational soccer and volleyball leagues around Charlotte. When he’s not playing sports, you can find Cory watching the NC State Wolfpack and Carolina Panthers.

  • Shaun Moynihan

    Financial Planner

    Raised in rural New England and educated at Springfield College, Shaun moved to North Carolina over 20 years ago. An industry veteran with over 14 years’ experience, Shaun approaches every client interaction as an educational opportunity, recognizing that every economic and life situation is unique.

    When matching clients with the right financial products and services, he believes that personalized planning is essential. With so much questionable financial information on the internet, finding true advice you can trust is imperative.

    Shaun’s advice comes from a place of understanding, and he knows that his clients’ needs come first. Shaun’s professionalism and ability to collaborate with clients are the foundation of every financial plan he helps build.

  • Carla Brooks

    Senior Sales Assistant

    Carla Brooks graduated with a Bachelor of Business Administration degree from Campbell University in 1990 and began her investment career with Merrill Lynch. For the next 19 years, through hard work, dedication, and the desire to make a real difference, Carla moved up through the ranks at Merrill Lynch, beginning as a client associate and moving from registered senior associate to client relationship manager to vice president for the Charlotte, North Carolina, and Cincinnati complexes.

    In 2009, Carla took a position as operations director for Concentra Medical Center, where she spent the next four years.

    In June 2014, Carla was offered a position in Operations for Belmont Capital Advisors, where she now feels she can make the difference she was looking for.

    Carla lives in Belmont, North Carolina, with her two children: Jacob, 12, and Ashlee, 20. She loves to sing, travel, and get lost in a good book.

  • Teresa Williams

    Office Manager

    Teresa came to Belmont Capital Advisors with a wealth of experience in customer service and office management, which she first received at a print firm and later at a plastics manufacturing firm.

    Teresa began her investment career with Edward Jones in Kings Mountain as branch office administrator and has continued in the industry for the last 21 years.

    A native of Kings Mountain, Teresa is a single mother of one son, Brent. She enjoys music and sings in the church choir and is the director of the handbell choirs. She is also on the board of directors of the Joy Performance Center Kings Mountain Little Theatre, where she has participated in many productions over the last 20 years.

  • Kim Lail

    Clients Relations Specialist

    Kim Lail has been with Belmont Capital Advisors since 2010 and is their customer service and client specialist.

    When you call the office to schedule an appointment with any of the advisors, Kim’s is the first voice you hear. She has an amazing ability to remember client names and the names of their family members. It is not unusual to hear her chatting with a client and asking, “How’s that new grandchild?” or “How was your knee surgery?” Kim considers all of our clients to be family, and you can be sure she will direct you to the advisor who best fits your needs. Kim also manages the upcoming workshops and events for each advisor.

    Kim lives in Belmont with her husband of 36 years, Charlie. They have two children, Mist and Joseph, and one granddaughter, Rose, who is the love of their lives. Kim has been an active member of South Point Baptist Church for over 30 years. Kim says, “When I am not at the best job a girl could ask for, I love the time spent with my family.”

  • Jerry J. Wojt

    Client Relationships Manager &
    Sales Assistant

  • /ul>

Our Team

Founder, Chief Investment
Strategist

Joseph Patrick Roop, called JoePat by friends and clients alike, began his investment career in 1992 as a college intern at Merrill Lynch. Subsequently, he worked as an investment advisor for a number of major banking institutions and investment firms before leaving this corporate environment to provide his clients with a more boutique-style experience.

In spring 2009, JoePat founded Belmont Capital Advisors, Inc., a boutique investment firm for which he serves as the chief investment strategist. Since his first exposure to the investing arena in 1992, JoePat has been focused on financial planning as well as developing personal relationships with his clients. He takes pride in helping every client create a better financial future and ensuring that they are satisfied with their relationship with Belmont Capital and with JoePat personally. Beyond pride in a good working relationship, he is more than willing to invest his time to create a personal knowledge of his clients and their individual needs and desires. He then does his best to ensure those needs are addressed and that they can look forward to a time of less worry and stress about their life savings.

Over the past 20 years, the financial investment market has seen a variety of dramatic changes, changes that JoePat has experienced firsthand. His primary goal is always to optimize and monitor client portfolios and to alert clients of pertinent tax information and market and investment changes. His wealth of knowledge and experience is invaluable in providing sound advice and insight not readily available elsewhere.

In 2013, JoePat was voted Best Financial Advisor in the Gaston Gazette’s annual Best of Gaston. He has also been the recipient of a number of other awards and similar acknowledgements of his success.

JoePat makes his home in Belmont, North Carolina, with his wife, Gail, and their two children, Henry and Alex.

Financial Advisor & Licensed
Insurance Professional

Steve began his career as a financial advisor in 1999 at A.G. Edwards. After spending five years there, Steve made the decision to move to the independent side of the business, where he would have the ability to give unbiased advice without conflicts of interest between his recommendations and his parent company. Steve founded Centermark Capital in 2006 and served as its principal until joining Belmont Capital Advisors. There, Steve was able to work closely with accounting firms, insurance benefits providers, mortgage and banking companies, and other specialists to provide holistic financial planning solutions to his clients.

Steve has been working with families and small businesses for over seventeen years. He helps his clients plan and navigate every piece of their financial picture, including investment planning, retirement and estate planning, education planning, and insurance needs planning.

Steve is a three-time recipient of the Charlotte Magazine Five Star Wealth Managers award and has received numerous other industry recognitions. He has also been interviewed and quoted by several local and industry news outlets, including Fox Business and Registered Rep Magazine.

Financial Advisor & Licensed
Insurance Professional

For nearly a decade, Kyle has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.

After graduating from Western Carolina University, Kyle began his career as a banker with BB&T, where he developed a well-rounded understanding of the financial industry. He then transitioned to the world of financial advisement, where he helped manage over $300 million in client assets.

Using this experience and knowledge of the industry, Kyle has dedicated his career to delivering the personalized investment, retirement, and financial planning services his clients seek for financial freedom. He currently holds his Series 7 and Series 66 securities licenses as well as Life, Health, and Variable Annuity licenses through the North Carolina DOI.

Kyle is active in the communities in which he serves. He is currently a member of the Caromont Care Council as well as an active member of the Next Generation Fund and the Community Foundation of Gaston County. He spends his free time with family and friends and enjoys staying active by playing tennis.

Financial Planner & Licensed
Insurance Professional

Cory Shuford, CFP®, began his career in finance and investments in 2009 while interning with Edward Jones in Raleigh, North Carolina. After graduating cum laude at North Carolina State University with a bachelor’s degree in business, he went to work at LPL Financial.

Cory strives to relieve client anxieties related to their finances so they can focus on the things in life most important to them.

Cory is a Certified Financial Planner™ professional and observes financial planning as his main focus. He has a Series 7 and Series 66 license, as well as a North Carolina life insurance license.

Cory and his wife, Amanda, call Huntersville, NC their home along with their two dogs. They love playing sports and both participate in recreational soccer and volleyball leagues around Charlotte. When he’s not playing sports, you can find Cory watching the NC State Wolfpack and Carolina Panthers.

Financial Planner

Raised in rural New England and educated at Springfield College, Shaun moved to North Carolina over 20 years ago. An industry veteran with over 14 years’ experience, Shaun approaches every client interaction as an educational opportunity, recognizing that every economic and life situation is unique.

When matching clients with the right financial products and services, he believes that personalized planning is essential. With so much questionable financial information on the internet, finding true advice you can trust is imperative.

Shaun’s advice comes from a place of understanding, and he knows that his clients’ needs come first. Shaun’s professionalism and ability to collaborate with clients are the foundation of every financial plan he helps build.

Senior Sales Assistant

Carla Brooks graduated with a Bachelor of Business Administration degree from Campbell University in 1990 and began her investment career with Merrill Lynch. For the next 19 years, through hard work, dedication, and the desire to make a real difference, Carla moved up through the ranks at Merrill Lynch, beginning as a client associate and moving from registered senior associate to client relationship manager to vice president for the Charlotte, North Carolina, and Cincinnati complexes.

In 2009, Carla took a position as operations director for Concentra Medical Center, where she spent the next four years.

In June 2014, Carla was offered a position in Operations for Belmont Capital Advisors, where she now feels she can make the difference she was looking for.

Carla lives in Belmont, North Carolina, with her two children: Jacob, 12, and Ashlee, 20. She loves to sing, travel, and get lost in a good book.

Office Manager

Teresa came to Belmont Capital Advisors with a wealth of experience in customer service and office management, which she first received at a print firm and later at a plastics manufacturing firm.

Teresa began her investment career with Edward Jones in Kings Mountain as branch office administrator and has continued in the industry for the last 21 years.

A native of Kings Mountain, Teresa is a single mother of one son, Brent. She enjoys music and sings in the church choir and is the director of the handbell choirs. She is also on the board of directors of the Joy Performance Center Kings Mountain Little Theatre, where she has participated in many productions over the last 20 years.

Clients Relations Specialist

Kim Lail has been with Belmont Capital Advisors since 2010 and is their customer service and client specialist.

When you call the office to schedule an appointment with any of the advisors, Kim’s is the first voice you hear. She has an amazing ability to remember client names and the names of their family members. It is not unusual to hear her chatting with a client and asking, “How’s that new grandchild?” or “How was your knee surgery?” Kim considers all of our clients to be family, and you can be sure she will direct you to the advisor who best fits your needs. Kim also manages the upcoming workshops and events for each advisor.

Kim lives in Belmont with her husband of 36 years, Charlie. They have two children, Mist and Joseph, and one granddaughter, Rose, who is the love of their lives. Kim has been an active member of South Point Baptist Church for over 30 years. Kim says, “When I am not at the best job a girl could ask for, I love the time spent with my family.”

Client Relationships Manager &
Sales Assistant

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