Meet The Team

Senior Private Wealth Advisor

• 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

Private Wealth Advisor

• 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

Private Wealth Advisor

• 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

Private Wealth Advisor

• 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.

Chief Compliance Officer

• 10 + years of experience in the financial services industry
• Born and raised in Newport, RI
• Graduated from Florida State University in Tallahassee, Fl with a bachelor’s degree in English
• Moved to North Carolina from Colorado in August of 2026
• Previously a Wealth Management associate with Fidelity Investments.
• Possesses deep foundational knowledge of the client onboarding lifecycle, ensuring seamless transitions, regulatory compliance, and strong risk management
• Loves family, football, his wife Katie and their cat Jasper

Certified Public Accountant

• 10+ years in accounting and finance
• Born and raised in Raleigh area
• Graduated from UNCW degree in accounting
• Licensed CPA
• Loves family, golf, hockey, dogs, and investing
• Comes to this industry with an enthusiasm for helping clients with tax strategies that help save in the short and long term, as well as maximizing retirement savings so a life long of hard work can be enjoyed.

Operations Manager

• 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

Client Services Associate

• 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

Chief Comfort Officers