Our advisors

Jamie Carrington

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jamie Carrington Visit Jamie Carrington's website

Nathan Brown

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nathan Brown Visit Nathan Brown's website

Michael Kaplan

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Kaplan Visit Michael Kaplan's website

Thomas Giroux

Associate Financial Advisor

Learn more about Thomas Giroux Visit Thomas Giroux's website


Our team

Carole Ketter

Carole Ketter

Receptionist

Personal Intro

Carole has worked in our office for over 10 years and is in the office on Tuesdays and Thursdays. Carole was born and raised in Jeannette, PA, and has lived and worked in Wisconsin, Delaware and New Jersey before settling in North Carolina in 2015. Carole and her husband, Don, have two children (twins)and six grandchildren (including triplets). Carole is an active member of Hope Lutheran Church.

Roles & Responsibilities

  • Carole provides administrative support for the CBK Team which includes scheduling meetings and answering the phones.
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Andrea Dean

Andrea Dean

Client Service Specialist

Personal Intro

Andrea started working with CBK Wealth Management in 2018. She was born and raised in North Carolina and graduated from Appalachian State University in 2017.

Roles & Responsibilities

  • Andrea is responsible for supporting the CBK Team with all client needs.
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Jack Erickson

Jack Erickson

Paraplanner

Personal Intro

Jack is a recent North Carolina State University graduate. Jack majored in Business Administration with a concentration in Finance. Jack is originally from Chicago, Illinois but moved to the Raleigh area to attend NCSU. Jack has his Series 7, 66, and NC life/health/LTC insurance licenses.

Roles & Responsibilities

  • Jack is our support staff who is working towards licensure and an Associate Finacial Advisor role.
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