Fiduciam Financial

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Team photo for Fiduciam Financial
Team photo for Fiduciam Financial

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Advisors

Bob Edmonds

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bob Edmonds's website

Michael Barnes

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Barnes's website

James McCuaig

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit James McCuaig's website

Richard Edmonds

CPA

Financial Advisor

Certified Public Accountant
Visit Richard Edmonds's website

Kelley Wheaton

Financial Advisor

Visit Kelley Wheaton's website


Team

Tammy Carter

Tammy Carter

Financial Planning Specialist

Qualifications

  • BSBA Marketing

Roles & Responsibilities

  • Financial Planning Process
  • Client Service
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Gale Huyett

Gale Huyett

Marketing Manager,

Operations Manager
David Burrus

David Burrus

Paraplanner

Qualifications

  • NC A&T State University

    Bachelor of Science in Graphic Communications

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
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Brian Schoonover

Brian Schoonover

Client Concierge

Qualifications

  • Trident University International: Bachelor of Science in Business Administration

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
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Maureen DeLuca

Maureen DeLuca

Client Concierge

Qualifications

    • University of Rhode Island, Bachelors of Science in Psychology

Roles & Responsibilities

  • Client meeting coordinator
  • General service inquiries
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Cathy Maynard

Cathy Maynard

Client Service Specialist

Qualifications

  • King's College - Associates Degree
  • Series 6
  • Series 63

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
  • Meeting Prep
  • Marketing Support
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Susan Crawford

Susan Crawford

Administrative Assistant

Roles & Responsibilities

  • Client meeting coordinator
  • Application processing and movement
  • General service inquiries
  • Provides support for the day-to-day operations of the practice
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