Shauntae Funkhouser

In this episode, Jeff sits down with Shauntae Funkhouser, a financial advisor with A4 Wealth Advisors in Huntersville, NC. Shauntae shares her journey from healthcare to finance, her passion for helping clients navigate retirement and complex financial decisions, and her unique specialization in divorce financial planning.

She discusses how A4 Wealth offers a comprehensive, in-house approach to financial services—including estate planning, tax strategy, Medicare, and more. Shauntae also highlights the rising trend of “gray divorce” and how her firm, LKN Finance and Divorce Consultants, supports clients and attorneys with equitable financial separations.

The conversation covers key financial trends like tax-efficient investing, Roth conversions, and reverse mortgages—plus a few real estate insights along the way.

If you’re seeking smart, empathetic financial guidance or curious about retirement and divorce planning, this episode is packed with valuable insights.

A4 Wealth Advisors
16140 Northcross Dr
Huntersville, NC 28078
(704) 509-1141

Lake Norman Finance and Divorce Consultants

Special thanks to:
Lake Norman CURRENTS Magazine

Businesses mentioned:
Mike Stanley – Victorian Finance

Book mentioned:
Unreasonable Hospitality
by Will Guidara

About the Host:

Jeff Hamm is the creator and producer of The Best of LKN. He’s a local real estate agent and digital marketing professional.

Since 2020, Jeff has been sharing the stories of Lake Norman’s most inspiring small businesses and nonprofits.

When he isn’t working, you can usually find Jeff boating, playing pickleball, cycling local greenways, and taking walks with his dogs Sam and Maisy.

Jeff Hamm
NC Real Estate Broker
Lake Norman | High Country
www.LKNreal.com

Photo credit: LKN Images by Kathleen Martin