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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement

Top 30 financial advisors of 115 near 27501

Out of 400,000+ nationwide

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Christina M

CFP®, Series 63, Series 66

Fuquay Varina, NC

Fidelity

Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.

Wealth management
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Kolin M

Series 66

Raleigh, NC

Fidelity

Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.

General retirement planning Income planning Cash flow / budgeting
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Tammy M

Series 66

Fuquay Varina, NC

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy Founder/Business Owner Doctor or Medical Professional Women Professionals Newlywed/Engaged
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Michael S

CFP®, Series 66

Holly Springs, NC

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Inheritance planning Founder/Business Owner Executive
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Ryan M

ChFC®, Series 63, Series 66

Holly Springs, NC

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer
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Robin W

CFP®, Series 66

Fuquay Varina, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance
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Mary T

CFP®, Series 66

Fuquay Varina, NC

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Military & Veterans
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Kyle J

Series 63, Series 66

Durham, NC

Fidelity

Kyle Jackson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals, and he creates engagement strategies tailored to each client's unique planning needs. Prior to this, Kyle held several positions within Fidelity Investments, including Investment Solutions Representative 2 and 1, as well as Customer Relationship Advocate, gaining experience across various facets of client service and investment solutions from 2023 to 2025. Outside of his professional work, Kyle is interested in baseball, beach activities, football, social events with friends, and movies.

General retirement planning Income planning Retirement income strategy
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Angela B

Series 63, Series 66

Lillington, NC

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Brian D

Series 66

Angier, NC

Fidelity

Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021. He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them. Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.

Retirement income strategy Income planning General retirement planning Executive
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