Team Nicholas J. Pino, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner (919) 719-3811 email@example.com 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 (919) 719-3831 firstname.lastname@example.org Read more Phil Romano, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner (919) 719-3848 email@example.com 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. Read more Harrison Bowlin, CFP®,ChFC® CERTIFIED FINANCIAL PLANNER™ Practitioner (434) 738-7785 firstname.lastname@example.org 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 email@example.com 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 firstname.lastname@example.org Nick Pangakis, RICP®, LUTCF Financial Advisor (984) 235-7222 email@example.com 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 firstname.lastname@example.org 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 email@example.com 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 Executive Assistant (919) 719-3818 (919) 546-0888 firstname.lastname@example.org Maya Tobin Assistant / Scheduler (336) 701-2550 email@example.com 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 Caroline DuBois Client Care Coordinator (919) 571-7410 firstname.lastname@example.org Caroline graduated from Greensboro College in 2007 with a B.A. in English Communications. During Caroline’s career, she has worked with non-profit organizations and has been a freelance writer for the Fayetteville Observer. She... Read more Have a Question? Name Email Question Thank you! Oops!