Team

Nicholas J. Pino, is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary®. Nick has been with Capitol Financial Solutions for 20 years, and has 22 industry years...

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...

Phil is a skilled financial advisor and financial planner with Team RetireWell. He is responsible for developing advanced financial planning strategies and collaborates...

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...

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...

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...

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...

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...

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.  

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...