Our Team
Our Foundations
A good foundation is required before building anything long lasting. In helping you build a financial foundation we follow the copyrighted “CFO Solutions” and “The MKS Financial Building Blocks” developed by Michael K. Sharples, CFP®.
We provide sound, independent advice. We do not use any proprietary products; we do not have any investment bank relationships.
We believe sound investment selection requires analyzing multiple independent research reports.
Michael K. Sharples, CFP®
CFP® and Managing Partner
919-402-1655
Mike Sharples began his career as a professional investment and financial advisor in 1993. Sharples has built and directed two highly successful branch offices for another firm before starting his own independent firm in 2010.
Sharples holds both a Bachelors from Michigan State University. In 1996 he passed the board examination to qualify for the financial professional designation of CFP®.
A featured speaker for professional groups and educational events, Sharples has appeared weekly on a CBS Television affiliate to offer financial experience during the nightly news.
Sharples has built a practice designed to help investors build wealth, preserve wealth and transfer wealth based on a financial advising program. His desire is that his systematic and conservative approach can help his clients work toward a more stable financial future.
Mike Sharples began his career as a professional investment and financial advisor in 1993. Sharples has built and directed two highly successful branch offices before starting his own independent firm in 2010.
Sharples holds a Bachelors from Michigan State University. In 1996 he passed the board examination to qualify for the financial professional designation of CFP®.
A featured speaker for professional groups and educational events, Sharples has previously appeared on a CBS Television affiliate to offer financial experience during the nightly news.
Sharples has built a practice designed to help investors build wealth, preserve wealth and transfer wealth based on a financial advising program. His systematic and conservative approach can help clients work toward a more stable financial future.
Rebecca Kociuk
Administrative Assistant and Operations Manager
919-402-1655
Rebecca Kociuk, Administrative Assistant and Operations Manager. Rebecca holds a Bachelor of Science Degree from North Carolina State University in Sports Management and Psychology. She has worked in the financial service industry since 2014 providing clients with consistent and timely care. Her previous experience includes case management for an employee benefits firm and event management including Winston-Salem Open tennis event (part of the ATP World Tour).