Broker Check

Team

Nicholas J. Pino, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Practitioner

(919) 719-3811

[email protected]

Nick’s passion for financial markets began in 1999 when he had the opportunity to work at Gerard, Klauer, Mattison & Co. Partners in New York, New York.  For three years...

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Brian Carr, CFP,® AIF®

CERTIFIED FINANCIAL PLANNER™ Practitioner

(919) 719-3831

[email protected]

Entrepreneurs and business professionals have chosen to work with Brian because he is passionate, dedicated and committed to being a resource for their financial security. What that means to those he serves is he shows a genuine...

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Phil Romano, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Practitioner

(919) 719-3848

[email protected]

Phil works closely with individuals, families and small businesses to understand their current financial position, then identifies priorities and goals, which are used to construct personalized comprehensive financial plans.

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Harrison Bowlin, CFP®,ChFC®

CERTIFIED FINANCIAL PLANNER™ Practitioner

(434) 738-7785

[email protected]

Harrison is passionate about maintaining and improving your standard of living, maximizing wealth and preparing for monetary independence in retirement. 

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John Rigsbee, CPA

Registered Representative

[email protected]

Nick Pangakis, RICP®, LUTCF

Registered Representative

(984) 235-7222

[email protected]

Nick began his financial practice in 1997. His goal is to provide individuals, families and business owners with assistance in building their financial freedom. His mission is to become a lifetime resource for each and every one of his...

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Pam Maldonado

Executive Assistant

(919) 719-3818

(919) 546-0888

[email protected]

Maya Tobin

Assistant / Scheduler

(336) 701-2550

[email protected]

Maya Tobin is our scheduling assistant and has been in the financial services industry since 1999. She holds her life, health, long-term care and Medicare supplement insurance licenses.

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