About Us

This team at Wealth Coach of North Carolina works with a mindset to deliver far beyond expectation. The team collectively has over 60 years of experience, over 10 financial designations, and dozens of industry accolades. 

What this means to you is that we're dedicated to our craft. Dedicated in maintaining up to date education in our field. Dedicated to continue to learn and grow from the experienceswe recieve through the work we do with our clients. Dedicated to be at the top of our industry and be recognized for it. That dedication extends to the relationships we have with who we work with. 

We understand that trust and respect is earned from our clients, not given. Our accolades mean little if we cannot deliver on the promises and expectations we set with our clients, which is why we approach the work we do with care and concern for each and every client. We apply the experience and education directly to your plan, your needs, and your goals. Through our work, we strive to begin by setting the proper expectations and exceed them at every opportunity. 

Steven Krasnipol
President

 

Matthew Pawlowski
Head of Financial Planning

 

Lou Galletto
Head of Investment Planning

 

Marti Cobb
Client Services Director

 

Rick Ruiz
Managing Director