Tom began his Wealth Management career in the Metropolitan New York area in 1992 as a Financial Advisor with a major brokerage firm. He later moved back to his home state of North Carolina where he was a First Vice President and Private Financial Advisor in Wealth Management for a large regional bank/brokerage firm. Tom is a graduate of the University of North Carolina at Chapel Hill with a BA in Economics. Tom enjoys spending time with his wife and two sons.
James is Branch Operations Manager at Founders Financial Alliance, LLC. He has over 10 years experience in the financial industry. James graduated from Guilford College in Greensboro, NC with a BS in Business Management. James enjoys playing golf and time with friends and family.
Richard has more than 15 years of experience in the financial services industry working with clients to provide personalized wealth management solutions, including investment strategies, risk management, tax, and estate planning, to help them achieve their goals. Richard also has a comprehensive background in designing, selling and servicing retirement plans for corporate and nonprofit organizations. Prior to joining Founders Wealth Advisors, he worked for Ameriprise Financial.
Richard is an Accredited Investment Fiduciary®, has the Chartered Retirement Planning Counselor℠ designation and is a Retirement Income Certified Professional®. Richard graduated from East Carolina University with a Masters in Business Administration.
In his free time, Richard enjoys spending time with his wife and two daughters and enjoys outdoor activities and travel.
Trina manages the client administration including fund trading operations. Trina earned her BA from East Carolina University. Trina enjoys attending ECU Pirate Athletic Events with her husband and son.
Marci began her investment career in 2002 with Tom Porter at a large regional bank/brokerage firm, before moving to the Bay Area, California and transitioning into the Operations/Compliance side of the business. Marci took a break from the business to raise her two daughters and has recently returned to Founders Financial Alliance, LLC. She is a graduate of The University of North Carolina at Chapel Hill.
© 2024 Founders Wealth. All rights reserved.
