Who We Are

Katie Medina CFP®, CRPC® Managing Partner

“I really enjoy taking the complexity out of finances so clients can make the best, informed decisions.”

Katie works to create and execute financial plans that empower her clients leading up to and through their retirement years. She enjoys helping clients articulate their goals and find the path that feels best for them.

Since 2019 Katie has volunteered with the CFP board, and currently sits on the CFP Boards Council of Examinations where she serves as a subject matter expert.

Katie is a graduate of Hamilton College, and served as a Peace Corps Volunteer in the Cape Verde Islands prior to starting her career in finance. She lives in Wilmington, NC with her husband Zelito and kids, Henry and Nela.

Mike Tunney Wealth Advisor

“Let me help you define your financial goals so you can attain them.”

A graduate of SUNY Plattsburgh, Mike has worked in the Securities Industry since 1997. He has a passion for working with individuals to help them define their financial goals and then help them attain those goals.

Originally from Long Island, NY, Mike and wife, Nicole, moved to Wilmington, NC in 2013. They have resided there ever since with their children, Elizabeth and Charlie.

Eric Starkey CFP®, CRPC™ Investment Analyst

“I’m here to guide you to and through a successful retirement and legacy.”

Eric is a second generation advisor who learned at a young age the power of investing and how working with a financial advisor can increase the likelihood of reaching your goals. He is passionate about curating our team’s strategic model portfolios and is highly-skilled in methodical research for making stock selections for clients.

Eric is a graduate of The University of North Carolina Wilmington and The Cameron School of Business with a concentration in Finance. As a member of the Historic Wilmington Foundation, Eric enjoys preserving our local history for future generations.

Rachel Carter C(k)P®, CPFA®, NQPA®, ChFC®, CRPS™, RICP® Corporate Retirement Consultant

“My goal is to help you become financially independent so you’ll have flexibility and options during your retirement years.”

Rachel is an expert in structuring retirement plans for organizations. Passionate and committed to staying current, Rachel keeps a close eye on the latest legislation to offer her clients the best strategies.

Amy Kepler Senior Registered Associate

"My focus has always been on building lasting relationships and providing the best possible service to my clients."

Amy has been a dedicated professional in the financial services industry since 2000. She joined Merrill Lynch in 2016, where she began working alongside Katie Medina. Amy has developed a strong reputation for her commitment to delivering exceptional client service.

Outside of her professional life, Amy enjoys spending time with her husband and exploring new adventures together.

Marianne Carter Wealth Advisor

“I’m passionate about helping people navigate financial complexities to achieve their goals and secure their future.”

Marianne specializes in creating retirement income plans and comprehensive financial strategies for retirees, professionals, and individuals facing the challenges of divorce. She is committed to empowering her clients through personalized planning that prioritizes their unique needs and objectives.

With a career in the financial industry since 1999, her extensive background includes roles at National Planning Corporation, Prudential, FSC Securities, Capital Analysts, and Berkshire Life Insurance Company.

Marianne’s dedication extends beyond her professional work. She believes in incorporating family needs into long-range planning for multi-generational financial success. She is particularly skilled in supporting women through major life changes, such as widowhood and divorce, providing reassurance and guidance for financial self-sufficiency.

Outside the office, Marianne enjoys gourmet cooking, gardening, sailing, reading, and spending time with her family. She admires the brave men and women of our military and dedicates time to providing pro-bono counseling to non-profit organizations.