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.
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Timothy Flanagan Jr. CLU®, ChFC®, CFP®, ChSNC™CEO, The Pelora Group, A MassMutual Agency
- Email: tflanaganjr@financialguide.com
- Phone: (704) 557-9600
- Fax: (704) 557-9692
- Meet Timothy
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Audrey AverillPresident, Chief Operating Officer
- Email: aaverill@financialguide.com
- Phone: (704) 557-9608
- Meet Audrey
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Lou Galletto AIF®Director of Wealth Management, Chief Investment Officer
- Email: lougalletto@financialguide.com
- Phone: (704) 557-9604
- Meet Lou
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Robert Matricardi CFP®, ChFC®Director of Advice and Financial Planning
- Email: rmatricardi@financialguide.com
- Phone: (704) 557-9754
- Meet Robert
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Stephen Perkins Sr. CLU®, RHU®Agency Brokerage Director
- Email: stperkins@massmutualbrokerage.com
- Phone: (704) 557-9780
- Fax: (704) 943-9899
- Meet Stephen
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Amanda KramerDirector of Advisor Experience
- Email: amandakramer@financialguide.com
- Phone: (704) 541-2790
- Meet Amanda
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Amy MacariDirector of Strategy & Teaming
- Email: amacari@financialguide.com
- Phone: (704) 557-9646
- Meet Amy
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Chelsea PawlowskiDirector of Marketing
- Email: cpawlowski@financialguide.com
- Phone: (704) 557-9715
- Fax: (704) 557-9670
- Meet Chelsea
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Eron VizcayaRecruiting Director
- Email: evizcaya@financialguide.com
- Phone: (919) 755-3024
- Fax: (919) 831-4589
- Meet Eron
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Susan DunningDirector of Operations
- Email: susandunning@financialguide.com
- Phone: (704) 557-9756
- Meet Susan
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Brianna AnzaloneDirector of Sales Resources
- Email: banzalone@financialguide.com
- Phone: (919) 755-3027
- Meet Brianna
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Sandra MeadowsFirm Licensing & Onboarding Manager
- Email: smeadows@financialguide.com
- Phone: (336) 370-3105
- Meet Sandra
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Annabell Talmoa-MendezHuman Resources & Accounting Manager
- Email: annabellmendez@financialguide.com
- Phone: (704) 557-9781
- Meet Annabell
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Jason BinghamManaging Director
- Email: jasonbingham@financialguide.com
- Phone: (828) 522-5733
- Meet Jason
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Alfred (Al) Sosa CLU®, LUTCF®Managing Director
- Email: asosa@financialguide.com
- Phone: (919) 755-3095
- Fax: (919) 831-4589
- Meet Alfred
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Jason Goldy ChFC®Managing Director, President of TPG Business Planning
- Email: jgoldy@financialguide.com
- Phone: (704) 557-9693
- Meet Jason
Agency officers are not officers of MassMutual.