Working Together To Protect Your Financial Future

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.

Alex Calott, NSSA®

Partner and Financial Advisor

Alex is a partner at Blue Financial, Inc. and provides advisory services through Blue Wealth 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 Blue Wealth 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.

Nate Carey, NSSA®

Financial Advisor

Nate is a Financial Advisor at Blue Financial. He earned his degree in Business Administration and Economics from Roanoke College, where he also played collegiate soccer. His passion for financial planning grew from a desire to better understand and manage his own finances. As an advisor, Nate not only crafts personalized financial plans but also offers ongoing support to ensure his clients stay on track. He holds the National Social Security Advisor designation and serves as a fiduciary advisor, always prioritizing his clients' best interests.  When he's not working, you can find Nate cheering on Charlotte FC or staying active on the pickleball or tennis courts.

Sara Lawson, FPQP®

Client Service Specialist

Sara is our Client Service Specialist at Blue Financial, and she’s always ready to lend a hand. As a Financial Paraplanner Qualified Professional (FPQP®), she plays a crucial role in supporting both our clients and advisors. Sara’s also licensed in North Carolina as a public notary and health insurance advisor. She is happy to assist with any Medicare or notary needs upon request.

Her main goal is to make sure that new clients feel welcome and have a smooth onboarding experience. She also serves as the main point of contact for any service requests, ensuring that everything runs seamlessly.

Outside of work, Sara loves playing golf and spending quality time with her dogs, Jax and Lady.

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.