Our Partners and Associates

Our Partners and Associates

Mary B. Galardi
Mary Galardi - Attorney at Law

Mary Galardi works primarily with individuals and business owners who are in need of estate planning and business legal advice. Mary prides herself on being very responsive to the needs of her clients. She typically responds to emails and telephone calls within twenty-four hours, which allows the legal process to proceed smoothly saving the client time. Our clients consistently comment that they would have started the estate planning process much earlier had they know how easy Mary makes the process and how quickly everything is finalized.

David Kanis
Branch Manager Fairway Independent Mortgage Corp

David brings over 25 years of experience in the mortgage industry and provides top quality service to his clients. David understands the importance of a holistic approach to wealth management and works with other professionals to provide solutions. He is known for his "Smart Money Mortgage" whereby he completely analyzes an individuals asset base, income and credit before offering options for a client needs. Jumbo mortgages, self-employed borrowers, high LTV's with no monthly mortgage insurance, investor options for those who wish to build wealth through real estate and reverse mortgages are all areas of expertise.

Renee Weese, CFP Atlanta GA
Financial Advisor - Nora Wealth

At Nora Wealth, we believe in the balance between life and money, between personal belief and pragmatic financial planning and investments. We help you set financial goals based on personal challenges and unique life circumstances, then we play an active role in helping to achieve the financial milestones that will support a truly fulfilling life, taking advantage of the right financial vehicles along the way. We help to align your dreams with your means; we help you build wealth your way.

Shelia Christofalos Asheville NC
Financial Advisor - Edward Jones

Shelia became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way, believing that our financial health determines so much of our life's trajectory across multiple generations. Shelia incorporates 6 pillars of focus into her complete wealth management practice: portfolio management, risk management (asset protection through insurance and guaranteed lifetime income solutions), tax strategies, estate planning strategies, and philanthropic gifting strategies. Shelia loves the personalized approach this is so ingrained in the Edward Jones philosophy of how financial advice should be delivered. Even in today's high tech world, people crave human interaction and machines cannot do what humans can - and that is to love, to empathize, to be there in times of great joy and great concern. Shelia has the great pleasure of working with Jo Yvon, senior branch office administrator, and together they serve clients from NY, to FL, to CA, and WA state.

North Carolina certificate number : 41208