Our Team of Wealth Management Advisors
Meet Our Team
John Rumsey
CEPA®, CPWA®, CRPC®
Managing Partner
John is a Certified Exit Planning Advisor®, Certified Private Wealth Advisor®, and a Chartered Retirement Planning Counselor™. He holds a bachelor’s degree in real estate from Florida State University, a master’s in business administration from the University of North Florida, and he is a FINRA-registered General Securities Principal.
Robert Hartinger
CEPA®, CFP®, CRPC®
Managing Partner
Robert graduated from North Carolina State University with a Bachelor of Business Administration in Finance. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and is a Certified Exit Planning Advisor®. Robert is proud to serve as a committee member of the Riley Rushin Foundation and as a sponsor for the local chapter of the Entrepreneurship Organization.
Clark Abbott
CFP®, CRPC®
Managing Partner
Ashley Rushin
Head Of Operations
April VanNieuwland
Wealth Management Client Associate
Susanna Segrave
Wealth Management Client Assistant
Sophia Yacobi
Wealth Management Client Assistant
Originally from the Outer Banks, NC, Sophia has a lifelong love for being on the water and anything ocean related. Now based in Raleigh, she stays active exploring local workout classes and enjoys spending her weekends back at the coast, where she is happiest on the beach or catching a sunset.