Team Nicholas J. Pino, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner (919) 719-3811 email@example.com Nicholas J. Pino, is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary®. Nick has been with Capitol Financial Solutions for 18 years, and has 21 industry years... Read more Brian Carr, CFP,® AIF® CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary® (919) 719-3831 firstname.lastname@example.org 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 email@example.com 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 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 Matthew Hall, CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner (919) 719-3837 email@example.com Matt seeks to provide his clients with clarity and guidance on their path to financial independence. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, he approaches client concerns and priorities from a holistic perspective. By... Read more John Rigsbee, CPA Financial Advisor 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 Bob St. Clair Registered Representative 828-884-2017 firstname.lastname@example.org Bob was born in Tennessee and lived there until his late 20’s. His undergraduate degree was a BA in Psychology from Emory & Henry College located in Emory, Virginia. Bob’s first job was as a counselor in a residential... 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 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 Maya Tobin Registered Assistant (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 James Roman Practice Manager (919) 719-3818 firstname.lastname@example.org James is a dedicated administrative team member of Team RetireWell. He supports client relations, portfolio administration and office management. He is passionate about helping clients achieve their financial goals and has a unique... Read more Meike Wiest, MSW, CCM Aging Life Care Manager (919) 378-1121 email@example.com Meike Wiest* is a geriatric care manager and guardianship of person provider in the Triangle. Meike’s firm website is www.lifelinks.care and she and her team have a combined 200 years of experience advocating for seniors and... Read more Have a Question? Name Email Address Question Thank you! Oops!