Peace of Mind Wealth Management

Aralys Castillo is a Series 65-licensed advisor at Peace of Mind Wealth Management in Raleigh, NC, with one year of experience in the financial industry. Prior to joining the firm, she was self-employed for five years and has additional work experience at Advanced Auto Parts and the University of North Carolina at Greensboro. Peace of Mind Wealth Management is a team-based registered investment advisor managing approximately $283 million for individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing a range of securities and third-party model managers while coordinating comprehensive financial, estate, and tax planning services.

Taylor Wolverton is a CFP® with three years of industry experience and is currently affiliated with Peace of Mind Wealth Management and POM Investment Strategies, LLC. He has worked at several firms including Wealth Mode Financial Planning and Deseret Mutual Benefits Administrators. Wolverton is also involved with POM Tax Strategies, LLC, a related entity providing tax preparation and filing services. Peace of Mind Wealth Management is a team-based registered investment advisor serving individuals, trusts, foundations, corporations, and charitable organizations. The firm manages approximately $283 million and utilizes a top-down, macro-environmental approach to tactical asset allocation, employing a mix of mutual funds, ETFs, individual equities, and fixed income tailored to client objectives.

Lauren Stancil is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 65 designation with four years of industry experience. Her work history includes roles at Nexxus Partners and The OConnor Group. Outside of finance, she consults in Human Resources for small businesses. Peace of Mind Wealth Management is a team-based registered investment advisor serving individuals, trusts, foundations, corporations, and charitable organizations. The firm manages approximately $283 million across about 324 client relationships, employing a top-down, macro-environmental investment approach that utilizes discretionary and non-discretionary management alongside integrated financial planning and coordination of estate and tax planning services.

Joshua Burgess is a CFP® professional with three years of industry experience, currently serving as an advisor at Peace of Mind Wealth Management in Raleigh, NC. His prior roles include positions at Choreo, LLC and RSM US Wealth Management LLC. Peace of Mind Wealth Management is a team-based registered investment advisor managing approximately $283 million across diverse client types, including individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing mutual funds, ETFs, equities, and fixed income, while coordinating comprehensive financial, estate, and tax planning services.

Nicholas Tolerton is a financial advisor at Peace of Mind Wealth Management in Raleigh, NC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Strategic Wealth Designers, Equitable Advisors, and Axa Advisors. Peace of Mind Wealth Management is a team-based registered investment advisor managing approximately $283 million across individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental investment approach focusing on tactical asset allocation and sector rotation, utilizing mutual funds, ETFs, individual equities, and fixed income to meet client-specific objectives.

Mursaleen Tariq is a CFP® and Series 65-licensed advisor with 12 years of industry experience. He is currently a member of Peace of Mind Wealth Management, a team-based registered investment advisor in Raleigh, NC, and has previously worked at Reutemann Financial Solutions and Diversified Estate Services. Tariq is involved in management and administrative duties for FKM Developers LLC, a real estate and land development business, and participates in tax preparation services through POM Tax Strategies, LLC. Peace of Mind Wealth Management serves individuals, trusts, foundations, corporations, and charitable organizations, managing approximately $283 million across 324 client relationships. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, using a combination of internal and external model managers and a variety of investment vehicles.

Nicholas Hymanson is a financial advisor at Peace of Mind Wealth Management with seven years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Truist and SunTrust Robinson Humphrey. In addition to his advisory work, Hymanson is also an insurance agent representing various carriers. Peace of Mind Wealth Management is a team-based registered investment advisor serving individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios through mutual funds, ETFs, individual equities, and fixed income.

Radon Stancil is a CFP® professional with 18 years of industry experience, currently serving at Peace of Mind Wealth Management. His prior roles include positions at Reutemann Financial Solutions, Inc. and Diversified Estate Service, LLC. In addition to his advisory role, he is a managing member of POM Tax Strategies, LLC, which provides tax preparation and filing services. Peace of Mind Wealth Management is a team-based registered investment advisor managing approximately $283 million for individuals, trusts, foundations, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing mutual funds, ETFs, individual equities, and fixed income, while integrating financial planning and coordinating estate and tax planning through affiliated entities.