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Team photo for CBK Wealth Management
Team photo for CBK Wealth Management

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Our advisors

Advisor photo for Jamie Carrington

Jamie Carrington

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jamie Carrington Visit Jamie Carrington's website
Advisor photo for Nathan Brown

Nathan Brown

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Nathan Brown Visit Nathan Brown's website
Advisor photo for Michael Kaplan

Michael Kaplan

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Michael Kaplan Visit Michael Kaplan's website
Advisor photo for Thomas Joseph Giroux Jr.

Thomas Joseph Giroux Jr.

Associate Financial Advisor

Learn more about Thomas Joseph Giroux Jr. Visit Thomas Joseph Giroux Jr.'s website
Advisor photo for Brendon Flannery

Brendon Flannery

Associate Financial Advisor

Learn more about Brendon Flannery Visit Brendon Flannery'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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Sonia Borgen

Client Service Specialist