The Olde Raleigh Financial Group

40+ years in the financial industry
My parents were immigrants from Yugoslavia. I can speak Russian
Originally from Rochester, NY
Graduated from Babson College in Boston, MA with a degree in finance
Branch Manager at A.G. Edwards, Wells Fargo and Raymond James
Founded Olde Raleigh Financial Group, a fee-based, independent Advisory Firm, in 2017
Board Member of the Wake County SPCA
Board Member of Occoneechee Council, Scouts of America
Loves family, stocks, dogs and Bob Seagar

10 + years in the Financial Industry
Originally from Binghamton, NY
Graduated from SUNY ESF in Syracuse, NY with a Bachelors degree in Paper & Pulp Science
Worked in hospitality prior to becoming a Financial Advisor
President of the Rotary Club of the Capital City in Raleigh, NC
Dedicated to helping clients navigate their financial futures.
Passionate about family, food, music and golf

10+ years in the financial industry
Born and raised in Burlington, NC
Graduated from East Carolina University in Greenville, NC
Holds the Chartered Financial Consultant (ChFC®) & Chartered Life Underwriter (CLU®) designations
Specializes in de-risking successful entrepreneurs through insurance strategies, investment and estate planning
Loves his family, faith, duck hunting, golf and his dog CC

Born and raised in Raleigh, NC
Graduated from NC State University with a bachelor’s degree in Entrepreneurship and Business Administration
Worked as a Project Manager & Accountant at Armstrong Relocation prior to joining Olde Raleigh Financial
Assistant treasurer/ portfolio manager of the Bull and Bear Investment club, the oldest investment club in Raleigh NC
Maintain Series 65 and Life & Health Insurance licensure in good standings
Loves the Wolfpack, waterfowl hunting, college football and the stock market.

22 years in finance (inc. Commercial Banking, Operations Excellence, Branch Operations, Helpdesk, M&A/Conversions, client relations and operational efficiency)
Raleigh native; NC State grad (Go Wolfpack!).
Lived in Hawaii for 5 years; moved back to Raleigh in 2020.
Passion for building relationships, continuous learning, and leaving a positive impact.
Driven by hustle: improving work, helping others, and saving time.
Certified Lean Six Sigma Black Belt; focus on efficiency, cost reduction, and better client experiences.
Soccer, bible study, family time with husband, two daughters and dog Bishop keeps me busy. Enjoy sports, Wolfpack games, and weekends in the Western NC mountains.

30 years in the financial industry
Has worked with Alex for 22 years
Born and raised in Virgina
Graduated from James Madison University with Bachelor of Science Degree
Moved to NC in 2001
Operations Manager at A.G. Edwards, Wachovia Securities, Wells Fargo Advisors, Raymond James and Olde Raleigh Financial Group
Loves family, the beach and her dog, Morgan

Born and raised in Raleigh, NC
Joined Olde Raleigh Financial Group in 2017
Administrative Assistant to our advisors
Oversees marketing, SEO strategy and website management
Finds joy in family, helping others, and professional growth within the financial sector
Actively volunteers with The Foundation of Hope and Healing Transitions
Enjoys spending time with her husband, Eric, and daughter, AnnMarie