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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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...

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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...

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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.

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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...

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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 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.  

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