Our Partners and Associates

Our Partners and Associates

Mary B. Galardi
Mary Galardi - Attorney at Law
http://www.galardilaw.com
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
http://www.asheville-mortgage.com
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 Founder/Managing Member Nora Wealth Advisors, LLC
https://www.norawealth.com
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.


  
North Carolina certificate number : 41208