Our Management Team
We believe that our business is really all about the quality of personal relationships - with clients and colleagues. We encourage creativity and provide a supportive environment where all individuals can pursue their respective dreams and thrive in their careers.
-
Timothy Flanagan Jr. CLU®, ChFC®, CFP®, ChSNC™President, MassMutual Carolinas
- Email: tflanaganjr@financialguide.com
- Phone: (704) 557-9600
- Fax: (704) 557-9692
- Meet Timothy
-
Jason Goldy ChFC®
- Email: jgoldy@financialguide.com
- Phone: (704) 557-9693
- Meet Jason
-
Audrey AverillChief Operating Officer
- Email: aaverill@financialguide.com
- Phone: (704) 557-9608
- Meet Audrey
-
Lou Galletto AIF®Director of Wealth Management, Chief Investment Officer
- Email: lougalletto@financialguide.com
- Phone: (704) 557-9604
- Meet Lou
-
Stephen Perkins Sr. CLU®, RHU®Agency Brokerage Director
- Email: stperkins@massmutualbrokerage.com
- Phone: (704) 557-9780
- Fax: (704) 943-9899
- Meet Stephen
-
Amanda KramerDirector of Advisor Experience
- Email: amandakramer@financialguide.com
- Phone: (704) 541-2790
- Meet Amanda
-
Amy Macari
- Email: amacari@financialguide.com
- Phone: (704) 557-9646
- Meet Amy
-
David Jacobius MBAManaging Sales Director
- Email: DJacobius@FinancialGuide.com
- Phone: (336) 293-7378
- Meet David
-
Sandra MeadowsOperations Manager
- Email: smeadows@financialguide.com
- Phone: (336) 370-3105
- Meet Sandra
-
Chelsea Pawlowski
- Email: cpawlowski@financialguide.com
- Phone: (704) 557-9715
- Fax: (704) 557-9670
- Meet Chelsea
-
Matthew D. Pawlowski CFBSDirector of Financial Planning
- Email: mpawlowski@financialguide.com
- Phone: (704) 557-9663
- Fax: (704) 557-9670
- Meet Matthew
-
Cynthia Richards-Donald CFP®, MBAManaging Director
- Email: crichardsdonald@financialguide.com
- Phone: (704) 557-9660
- Fax: (704) 557-9670
- Meet Cynthia
-
Rick Ruiz LUTCF®Managing Director/ Financial Services Professional
- Email: rickruiz@financialguide.com
- Phone: (910) 208-2673
- Fax: (910) 208-2685
- Meet Rick
-
David A. Wachter Jr. LUTCF®Managing Director and Registered Principal
- Email: dwachter@financialguide.com
- Phone: (828) 234-8019
- Fax: (828) 234-8019
- Meet David
-
Agency officers are not officers of MassMutual.