Business roundup: F&M vice president recognized among top 50 advisers

  • Posted: Sunday, February 23, 2014 1:02 a.m.
    UPDATED: Sunday, February 23, 2014 1:36 a.m.
Food Lion serves ice cream at Trinity Oaks for Valentine's Day. Submitted photo
Food Lion serves ice cream at Trinity Oaks for Valentine's Day. Submitted photo

SALISBURY — Jason Holt, senior vice president of F&M Investment Services, has been recognized in Bank Investment Consultant’s 2013 Top 50 Bank Advisers.

F&M Investment Services is a subsidiary of F&M Bank and LPL Financial LLC, the nation’s largest independent broker-dealer.


Bank Investment Consultant is a leading financial service industry magazine, and the annual Top 50 Bank Advisers list recognizes a distinguished group of bank and credit union advisers from throughout the country who have excelled in a number of key areas, including 2013 assets under management, percentage growth in production and amount of fee-based business.

“We are very pleased to congratulate Jason Holt on being recognized as one of the best advisors in our industry,” said Andy Kalbaugh, managing director and head of institution services for LPL Financial. “He has a deep understanding of clients’ needs and goals and is a true leader with a firm commitment to the highest service standards.”

Steve Fisher, president and CEO of F&M Investment Services, said Holt is a “credit to our team, and a wonderful example of how F&M Investment Services helps members of our community advance their financial goals.”

Pro Refrigeration keeping things cool in Mocksville

MOCKSVILLE — After being in a new North Carolina facility for nearly one year, Pro Refrigeration is making good on the promise of being at full production on the East Coast.

The company, based in Auburn, Wash., makes process glycol chiller systems for the dairy, craft brewery, winery, distillery and food processing industries. Production has tripled over the past three years.

“In our Washington facility, we employ approximately 50. Due to the growth we have experienced since establishing more than 22 years ago, we recognized this opportunity that will ultimately allow us to increase our capacity to serve current customers, as well as reach new and targeted markets, now located on the East Coast,” said Pro’s CEO Jim VanderGiessen Jr.

The company is well on its way to providing jobs to nearly 60 in Mocksville.

“We have no plans to decrease the output and production from our headquarters in Washington, and nearly all of the jobs available in our East Coast facility will be filled from the Triad region of North Carolina,” VanderGiessen said.

Adding an East Coast Production Facility marks the biggest move for Pro Refrigeration in its two decade history.

The newest addition to the product line that will be manufactured exclusively in the new Mocksville facility is the Revolution Series Packaged Air Cooled Chiller System. The system is the company’s largest packaged system for applications requiring over 200 HP capacity, with a cooling capacity up to 1.7 million BTU/HR.

Byerly passes tax exam

Donald J. Byerly of Affordable Tax & Accounting Services has passed all three parts of the Special Enrollment Exam and is now an enrolled agent. This allows him to represent taxpayers before the IRS. As an enrolled agent, he has demonstrated tax law competency and proficiency on the finer point of taxation.

Affordable Tax & Accounting, 918 Rowan Ave., now has four enrolled agents. Visit www.affordabletaxandaccounting.com or call 704-633-9489.


Real estate photos by drone

London Scialdone, owner of Land or Lake Realty in Salisbury, recently launched a drone to provide aerial videos and aerial still photos of homes for the clients she represents.

Buyers and sellers may approach her firm/office by land or water at High Rock Lake.

She gives buyers the option of viewing homes by boat to give them the full effect of lake living.

She has been in the real estate industry for 24 years, including time in Ohio to Florida.

Call: 704-636-7373 or visit    www.LandorLakeRealty.com    

New cab service in China Grove

Nimba Cab & Shuttle, a family cab company that is operating in Huntersville and Cornelius, is extending service to China Grove and Rowan County.

For those flying, you will not have to look for parking at Charlotte Douglas Airport any longer. Operation begins March 15, and drivers are wanted. Call 704-891-5445 for more information.

Charles B. Weanquoi is president.

Elam to speak on real estate

The Rowan Real Estate Investors and Associates will meet Tuesday, Feb. 25. Brian Elam will go over some of the new rules and regulations regarding Dodd Frank Laws and how they affect the investor involved in flipping. Elam is an attorney with offices in Winston-Salem and Greensboro,. He focuses on commercial and residential real estate transactions.

The group meets at China Buffet at 7 p.m. on the fourth Tuesday of each month.  Call 704-762-1117 for more information. 

Food Lion surprise at Trinity Oaks

SALISBURY — On Feb. 14, Food Lion’s community and charitable events action team at Food Lion Distribution Center 10 provided and served a Valentine’s Day ice cream social for residents of Trinity Oaks Lutheran Home.

“The residents were all smiles by the time we left,” warehouse supervisor Ashley Page said. “It was a very fun and sticky event, and we plan to hold additional events to help the Lutheran Home in the near future.”

The team, headed by Page, made and served more than 150 ice cream sundaes and banana splits during the event.

Caring Connections seminar Feb. 26

This month’s Caring Connections seminar sponsored by Comfort Keepers and Whitley’s Funeral Home will be Feb. 26 at 11:30 a.m. at Whitley’s Annex Chapel, 1728 Dale Earnhardt Blvd., Kannapolis. The topic will be medication management.

With seniors, the combination of increased medication paired with the normal body changes caused by aging can increase the chance of unwanted, and even harmful, drug interactions. The more you know about your medicines and the more you talk with your health care professionals, the easier it is to avoid potential medication problems.

Martha Bostian of MedExpress in Salisbury will speak on medication management. 

Light refreshments will be reserved.  RSVP to Ann Measmer at 704-640-5152, or call Comfort Keepers office at 704-630-0370 by Tuesday, Feb. 25, at noon.

Batteries Plus Bulbs in Afton Ridge

 CONCORD —— Batteries Plus Bulbs has opened at 6036 Mayfield Parkway (in the Afton Ridge shopping center).

It is the second store for franchise owner Richard Rettammel, who’s been part of the Batteries Plus Bulbs family for 10 years.  More than 45,000 different types of batteries, light bulbs and accessories are available.

Embassy Suites director of sales

CONCORD — Veteran sales executive Eric Habschied is the new director of sales at Embassy Suites Golf Resort & Spa near Charlotte Motor Speedway.

Habschied comes to the resort after five years as sales director at Hilton Charlotte University Place. He also spent four years as director of sales at Hilton Charlotte Executive Park and has a combined 20 years hotel sales experience in the Charlotte market.

He will oversee a staff of 10 and be responsible for all sales activities at the Embassy Suites property, which includes the 42,000-square-foot Concord Convention Center and Rocky River Golf Club, an 18-hole championship golf course.

Habschied, 43, is a native of Rochester, N.Y. He and wife, Gloria, have been married 14 years and have two sons.

For info on the Embassy Suites Golf Resort & Spa, call 704-455-8200, or go to www.EmbassySuitesConcord.com.

Carolina Foundation Solutions honor

At the recent National Helical Pile Association meeting in Nashville, Burlington-based Carolina Foundation Solutions was awarded the 2013 Dealer of the Year for the Southeastern U.S. and Caribbean by AB Chance.

The company has customers in Salisbury, Mocksville and Kannapolis.

The award is based upon business excellence, unparalleled customer service, marketing excellence, operations efficiency, sales growth and innovation.

Carolina Foundation Solutions is a leader in foundation repair and new construction.

Company President Chet Miller said his firm uses AB Chance helical piers which are ISO Certified and ICC approved. The helical piers are made from recycled steel, minimizing the environmental impact of the construction while providing a 30-year manufacturer’s warranty.

Carolina Foundation Solutions has four locations. Go to www.carolinafoundation.com to learn more.

?Submit information about new businesses, honors and management promotions to bizbriefs@salisburypost.com. Include a daytime phone number.

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