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... Read more 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... Read more 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. Read more 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. Read more Crystal Beard, ESQ Attorney (919) 880-5957 [email protected] 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 John Rigsbee, CPA Registered Representative [email protected] Nick Pangakis, RICP®, LUTCF Financial Advisor (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... Read more Linda Housand Financial Advisor (919) 719-3808 [email protected] 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 protected] 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 [email protected] Maya Tobin Assistant / Scheduler (336) 701-2550 [email protected] 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 Question Thank you! Oops!