Seacoast Team At Seacoast Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe can review your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Seacoast Wealth Management Team Stephen Gaskins, CFP® Managing Director (910) 207-0509 (919) 461-8090 SGaskins@SeacoastWealthNC.com 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... Read more Knox Gibson, MBA Wealth Executive (910) 202-4772 (919) 461-8090 KGibson@SeacoastWealthNC.com 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... Read more Erin Connor Chief Operations Officer (919) 249-6736 (919) 461-8090 EConnor@SeacoastWealthNC.com 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... Read more Tena Aull Accounting Specialist 910-207-0509 919-461-8090 TAull@SeacoastWealthNC.com 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.... Read more Katie Talmon Office Manager 910-207-0509 919-461-8090 KTalmon@SeacoastWealthNC.com 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... Read more Karen Gaskins Director of Marketing 910-207-0509 919-461-8090 KGaskins@SeacoastWealthNC.com 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... Read more Supported by Independent Advisor Alliance (Charlotte, NC) Robert Russo Founder & Chief Executive Officer 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... Read more Jessica Sexton Chief Compliance Officer 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... Read more Steve Gensler, MBA, MSBA, CFP® Chief Innovation Officer 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... Read more Kenny Hall Chief Accounting & Operations Officer 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... Read more Jeff Pitt Chief Experience Officer 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... Read more Kyle Campbell Director of Mergers & Acquisitions 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... Read more Dana Ryan Director of Media & Public Relations 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... Read more Allison Bujorian Marketing Manager 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... Read more Kip Kiser Director of Insurance and Advanced Planning Kip joined the IAA team in August 2021 as the Director of Insurance and Advanced Planning. His primary responsibility is overseeing IAA’s insurance program, Sage Insurance Partners. Kip is a detail-oriented insurance specialist... Read more Have a Question? Name Email Address Question Thank you! Oops!