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®

    Tax Director
    CPA (NC Lic# 38539)

  • Rebecca Crumpler, CPA, CFP®

    Tax Manager
    CPA (NC Lic# 45573)

  • Heather Poe

    Tax Administrator

  • John Puckett, CFP®, MBA

    CIO, Wealth Consultant, Managing Partner

  • Matthew Glova, CFP®

    CEO, Wealth Consultant, Managing Partner

  • Alan King, CFP®

    COO, Wealth Consultant, Managing Partner

  • Leslie Gaddis, CFP®, CSLP®, MBA

    CPO, Wealth Consultant, Managing Partner

  • Guy Swain, CFP®, CLU®, ChFC®

    Wealth Consultant

  • Will Martin, CFP®

    Wealth Consultant

  • Sandy Russ, CFP®, CPA, PFS™

    Wealth Consultant

  • Lorraine Johnson, CFP®, CFA®, ADPA®

    Wealth Consultant Emeritus

  • Michael Flaherty, CFP®

    Wealth Consulting Assistant

  • Kevin McKinney

    Wealth Consulting Assistant

  • Chloe Ruddo

    Wealth Consulting Assistant

  • Kim Feuersanger, FPQP®

    Office Manager

  • Christine DeSena, FPQP®

    Operations Analyst

  • Mandi Schoephoerster

    Client Service Administrator

  • Angie McLinton

    Client Service Administrator

  • Heidi Evans

    Office Administrator

  • Tami Hollingsworth

    Marketing Associate

  • Bruce Moskowitz, CRPC®, AAMS®, AIF®

    Wealth Consultant, Managing Partner

  • Lori Williams

    Wealth Consulting Assistant

  • Jessica Sjolander

    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.

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.

Learn More