Seacoast Team

For over 40 years, Stephen has helped clients pursue their dreams by helping them create and implement wealth creation and wealth preservation strategies. His primary focus now is on working with high net worth clients and business...

In his current role at Seacoast Wealth Management, Knox is actively managing portfolios, implementing financial plans, managing trust assets, and providing insurance solutions for his growing client base. He is also working with...

Erin Connor has been helping clients for over 20 years. She started working with Stephen Gaskins in 2015 and has enjoyed the experience of getting to know his clients. In her role as Operations Manager, she has focused on client...

Tena Aull joined Seacoast Wealth Management in 2018 after taking some time off to focus on her family. She previously worked with Steve and his team as an assistant several years ago and is excited to be working with his group again....

Katie Talmon joined Seacoast Wealth Management in 2022 after working in a Wilmington family-owned business for the previous five years. She is excited to grow with the Seacoast team as the Office Manager.Katie double majored in...

Karen joined the Seacoast Team in 2021 after taking some time off for her family. She previously worked as Head of Sales of North America for a large Computer Firm. Karen received her bachelor’s degree in Textile Chemistry from...

In 2013, Robert Russo established IAA to help advisors harness the synergy that drives practice growth through shared resources, collective intelligence, lower expenses and access to business consulting resources. In 2008, prior to...

Jessica has served as IAA’s CCO since February 2014. Her primary responsibilities are to proactively identify, evaluate, manage and report on compliance and ensure IAA’s compliance with outside regulatory requirements and...

Steve joined the IAA team in November 2018 as the Director of Strategic Solutions. His primary responsibilities include managing financial plans, acquisitions, insurance sales, and Blue Pay for the firm. Steve is a passionate advocate...

Kenny joined IAA in August 2015 as the Advisor Onboarding and Compensation Manager. After years of assisting financial advisors through their transition to IAA, he was promoted to Director of Support Services in January 2019. In his...

Jeff Pitt, Chief Experience Officer, has been with IAA since November 2020. His day-to-day responsibilities include assisting IAA’s partner advisors in implementing their business goals.As a part of his duties, Jeff consults with...

Kyle joined the IAA team in September 2019 to spearhead Mergers and Acquisitions for the firm. His primary responsibility is to facilitate advisor growth by identifying, structuring, and consulting on Merger & Acquisition opportunities...

Diamond has been a part of the IAA team since October 2017. She currently serves as IAA’s Communications Manager. Her primary responsibilities include managing internal and external communications, crafting written content for...

Dana joined the IAA communication team in October 2017 on an ad hoc basis. As a media relations specialist, Dana’s responsibilities include managing media requests and public relations for IAA. A communications and marketing...

Allison joined the IAA team in October 2020 as the Marketing Coordinator. Her primary responsibilities include brand development, establishment of marketing strategy, graphic design, and creation of marketing materials. Allison brings...