Team Nicholas J. Pino, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner (919) 719-3811 firstname.lastname@example.org 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... Read more Brian Carr, CFP,® AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary® (919) 719-3831 email@example.com Brian is a seasoned financial advisor and co-founder of Team RetireWell. He oversees growth of the team and inspires collaboration with subject matter experts, advisors, analysts and administrative staff to bring a holistic... Read more Phil Romano, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner (919) 719-3848 firstname.lastname@example.org Phil is a skilled financial advisor and financial planner with Team RetireWell. He is responsible for developing advanced financial planning strategies and collaborates... Read more Harrison Bowlin, CFP®,ChFC® CERTIFIED FINANCIAL PLANNER™ Practitioner (434) 738-7785 email@example.com Harrison is passionate about maintaining and improving your standard of living, maximizing wealth and preparing for monetary independence in retirement. Read more Crystal Beard, ESQ Attorney (919) 880-5957 firstname.lastname@example.org Crystal Beard, attorney at Beard Law, PLLC specializes in Estate Administration, Estate Planning and Guardianship Law. Crystal’s firm website is http://beardlaw.net/ Crystal lives in Creedmoor, NC with her husband, daughters... Read more Corey Skolnick, CPA Accountant (919) 788-2115 Corey L. Skolnick is Managing Partner of Skolnick & Company and has almost two decades of diversified experience in public accounting and taxation, from compliance to planning, for corporations, s-corporations, partnerships, limited... Read more John Rigsbee, CPA Registered Representative email@example.com Nick Pangakis, RICP®, LUTCF Financial Advisor (984) 235-7222 firstname.lastname@example.org 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... Read more Linda Housand Financial Advisor (919) 719-3808 email@example.com Linda is a seasoned financial advisor, serving individuals, families and small businesses with financial advice, planning, investment, and insurance services. Read more Eric Schofield Health/Medicare Consultant (919) 390-1880 (919) 400-4252 firstname.lastname@example.org Eric is recognized as one of the leading experts in the industry in the Medicare market. He brings 18 years of experience along with a genuine concern for his clients and a passion for mentoring. Eric is uniquely positioned in the... Read more Pam Maldonado Practice Manager (919) 719-3818 (919) 546-0888 email@example.com Maya Tobin Registered Assistant (336) 701-2550 firstname.lastname@example.org Maya Rose Tobin is our Scheduling Assistant and Client Service Specialist. She has worked in the financial services industry since 1999, as a Registered Sales Assistant and Financial Planning Assistant with expertise in compliance. Read more Have a Question? Name Email Address Question Thank you! Oops!