Fiduciam Financial

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Fiduciam Financial
Team photo for Fiduciam Financial

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Advisors

Advisor photo for Bob Edmonds

Bob Edmonds

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Bob Edmonds's website
Advisor photo for Michael Barnes

Michael Barnes

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Michael Barnes's website
Advisor photo for Richard Edmonds

Richard Edmonds

CPA, APMA®

Private Wealth Advisor

Certified Public Accountant
Visit Richard Edmonds's website


Team

Tammy Carter

Tammy Carter

Financial Planning Analyst

Qualifications

  • BSBA Marketing

Roles & Responsibilities

  • Financial Planning Process
  • Client Service
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Gale Huyett

Gale Huyett

Marketing Manager,

Operations Manager

Qualifications

  • Shepherd University – AS Business Marketing
  • Greensboro College – BS Business and Economics

Roles & Responsibilities

  • Marketing, Social Media & Events
  • Operations
  • Customer Relationship Management
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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 - Associate Degree
  • Series 6
  • Series 63

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Date 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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