Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Filters
  • Mark Girimonte, CPA, CFP®

    CPA (NC Lic# 38539), Director of Tax Services
  • Courtney C. Campbell, CPA

    CPA (NC Lic# 26301)
  • Xiaoping “Josie” Jiang, CPA, CFP®

    CPA (NC Lic# 41284)
  • Rebecca Crumpler, CPA, CFP®

    CPA (NC Lic# 45573), Accountant
  • Tammy Williams

    Bookkeeper
  • Heather Poe

    Tax Office Administrator
  • Matthew Glova, CFP®

    CEO, Wealth Consultant
  • John Puckett, CFP®, MBA

    CIO, Wealth Consultant
  • Alan King, CFP®

    COO, Wealth Consultant
  • Leslie Gaddis, CFP®, CSLP®, MBA

    CPO, Wealth Consultant, Director of Financial Planning Services
  • Lorraine Johnson, CFP®, CFA®, ADPA®

    Wealth Consultant
  • Guy Swain, CFP®, CLU®, ChFC®

    Wealth Consultant
  • Will Martin, CFP®

    Wealth Consultant
  • Sandy Russ, CFP®, CPA

    Wealth Management Associate
  • Michael Flaherty, CFP®

    Wealth Consulting Assistant
  • Kim Feuersanger, FPQP®

    Office Manager
  • Christine DeSena, FPQP®

    Operations Analyst
  • Justin Duft

    Director, Advanced Planning, JD, CFP®, CLU®, ChFC®, CLTC
  • Heather Zack

    Team Lead, Advanced Planning, JD, LLM, CAP®
  • Martin Baker

    Advanced Planning Consultant, CFP®
  • Mike Baum

    Advanced Planning Consultant, CFP®
  • Maureen Baxter

    Advanced Planning Consultant, MBA, CLU®, ChFC®
  • Keven DuComb

    Advanced Planning Consultant, JD, MBA
  • David Haughton

    Advanced Planning Consultant, JD
  • Anna Hays

    Advanced Planning Consultant, JD, LLM
  • Aric Jacobson

    Advanced Planning Consultant, JD, CFP®, LLM
  • Krista Teegarden

    Advanced Planning Consultant, CLU®, ChFC®
  • Tami Hollingsworth

    Marketing Associate
  • Mandi Schoephoerster

    Client Service Administrator
  • Angie McLinton

    Office Administrator

By working with us, we hope you will find peace of mind in knowing that you are making the right financial decisions.

Ready to talk?
Schedule a Meeting.

Want to know more?
Check out the tools our clients have access to, and see how we support our clients for a lifetime of financial peace of mind.