https://www.trianglewealth.com/home daily 1.0 2026-02-26 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/16240b69-fb30-4be0-b1e2-d56f7a711350/TWM_PaulReynoldsIII.jpg Home https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/b198a478-0b25-4f46-b874-249dc3905944/TWM_DeborahKaufman.jpg Home https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/0e55da33-266b-4e6e-8387-7c09946256fb/TWM_ScottLoyek.jpg Home https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/f69aa472-c9ef-4821-aca1-b14405f818f6/TWM_KathleenBurkett.jpg Home https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/df80cd6e-dc42-4e05-9cd1-d00e2e3421e6/Jess_Sherburne.jpg Home https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/a942ea27-3eb7-4aad-8c77-5d5e8f9653e9/Q125_Thumbnail.png Home https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/846baf60-9605-4dc1-b641-69341dba3420/Thumbnail-TriangleWM_2Q2025.png Home https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/4196ed06-a2ba-4d75-bb5f-ebcadf40eff9/Thumbnail-TriangleWM_3Q2025.png Home https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/7417fdd6-cd3b-439a-beaa-4f346730cd28/Tri_WebsiteImages_Home_Inset-26.png Home Who We Help While we work with clients of all ages, many are retirees, business owners, professionals, and multi-generational families who value personal relationships. People are often introduced to our firm when they are experiencing a personal or life transition such as retirement planning, marriage, parenthood, divorce, widowhood, inheritance, or the sale of a business. We work alongside families to provide structure, clarity, confidence, and reassurance as they move toward the next phase of life. https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/3eb7b096-f531-40fe-9207-c2cd40224f44/Tri_WebsiteImages_02-02.png Home How We Help We provide a comfortable, collaborative, client experience as we work on your timeline to fully understand what is important to you and what you are trying to accomplish. We take time to listen and ask questions as we develop unique, customized financial plans. We do not use model portfolios or one-size-fits-all asset allocations. Your plan serves as the foundation, as well as the context in which we view all financial decisions. We believe this is the best way to establish a personalized asset allocation strategy that can be applied consistently, helping you meet your financial goals both now and for generations to come. https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/64612848-8027-4b90-814a-cb2f405cbcb3/Tri_WebsiteImages_04-03.png Home Why We are Different At Triangle each family is supported by a team of specialists including a financial planner, a relationship manager, a portfolio manager, and a client service associate. We operate in a no-pressure, fully transparent, relaxed environment where each client has direct access to our entire team. Our clients’ portfolios are comprised of institutional quality investments. We devote time to make sure clients understand what they own and why. On any given day, clients stop by our office unannounced to say hi, share a personal story, or visit with their dog. 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We wanted to be free to act in each family’s best interest, to provide unbiased, independent, and objective advice, and to build relationships based on mutual trust and respect. 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We wanted to be free to act in each family’s best interest, to provide unbiased, independent, and objective advice, and to build relationships based on mutual trust and respect. We are passionate about sharing our experience and expertise to help improve the lives of the families we serve. https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/c9c649f3-06a7-45f3-99ab-8a1431ae6bf1/Tri_WebsiteImages_03_Services-25.png Our Services Headline Goes Here. We wanted to be free to act in each family’s best interest, to provide unbiased, independent, and objective advice, and to build relationships based on mutual trust and respect. We are passionate about sharing our experience and expertise to help improve the lives of the families we serve. https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/c9ef7b9b-084a-4b25-9f9b-999670da02c5/twm.aug2022.0394.jpg https://www.trianglewealth.com/contact-us daily 0.75 2024-11-20 https://www.trianglewealth.com/pauldreynolds daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/03773fad-a9ef-41cf-b56d-3e2520f7a4ac/TWM_PaulReynoldsIII.jpg Paul - SENIOR LEADERSHIP & RELATIONSHIP MANAGEMENT TEAM Paul D. Reynolds, III President and Founder Email Paul Reynolds, III, President and Founder of Triangle Wealth Management, is a veteran of the financial industry. In 1980, Paul began his career with Carolina Securities Corporation. Paul was early to embrace the consultative fee-based approach to financial planning, which aligned his goals with those of his clients and established his reputation as an advocate for families. In 1989, after Carolina Securities was acquired, he moved his financial practice to Wheat First Securities. In 1992, as one of Wheat First’s top financial advisors, Paul was honored to receive the firm’s highest award for ethical standards, The Professional Excellence Award. In 1998 Wheat First Securities was acquired by First Union National Bank and later merged with Wachovia Bank. Paul made the decision to leave the continuously consolidating national banks and founded Triangle Securities. Today, Triangle Wealth Management provides families with unbiased, customized wealth management solutions built on relationships developed through trust, respect, and genuine care and concern. In His Own Words: "My professional passion is to be an advocate for families. I founded Triangle Wealth Management to be an independent and objective voice for the financial needs of families. Integrity, trustworthiness, and the desire to achieve peace of mind are key attributes of the partnerships we build with clients. It is very gratifying and humbling to help families to achieve their long-term financial success." Past Experience: Senior Vice President & Certified Portfolio Manager, Wheat First Securities Senior Vice President & Raleigh Office Manager, Carolina Securities Corporation Financial Consultant, U.S. Senator John East Financial Director, U.S. Senator Jesse Helms Eastern NC Coordinator, Citizens for Reagan Credentials/Certifications: Averett College, B.S., Business Administration https://www.trianglewealth.com/jessica-r-sherburne daily 0.75 2026-02-02 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/df80cd6e-dc42-4e05-9cd1-d00e2e3421e6/Jess_Sherburne.jpg Jessica R. Sherburne RELATIONSHIP MANAGEMENT TEAM Jessica R. Sherburne, AWMA®, FPQP® Chief Operating Officer, Chief Compliance Officer, Relationship Manager Email — LinkedIn Jessica joined our team in 2022 with over 25-years of financial service experience. Jessica is responsible for working alongside clients to develop their personal financial plans, communicate their financial plans and achieve their financial goals as prudently as possible. Prior to joining Triangle, she was the Managing Partner of JS Brand Consulting, a marketing and branding consulting firm. She has also held the role of Head of Operations and Chief Marketing Officer for Hatteras Funds, and Head of Marketing for First Eagle Funds. In Her Own Words: “I am driven to help families plan ahead, to be aware of their financial picture, and how small changes can lead to achieving long-term financial success. It is gratifying to serve and watch families grow as we help them plan for and enjoy life.” Past Experience: Head of Operations, Chief of Marketing, Hatteras Funds Head of Marketing and Performance Analytics, First Eagle Funds Product Manager, Oppenheimer Funds Credentials/Certifications: Financial Paraplanner Qualified Professional®, College of Financial Planning Accredited Wealth Management Advisor, College of Financial Planning University of Massachusetts, M.B.A. Trinity College, B.S., Math and Physics https://www.trianglewealth.com/michelle-petruolo daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/263ea276-40fd-4dc6-8b7e-67bf9472cad3/TWM_MichellePetruolo.jpg Michelle Petruolo RELATIONSHIP MANAGEMENT TEAM Michelle Petruolo, AWMA® Senior Relationship Manager Email With almost four decades of experience in the financial services industry, Michelle joined Triangle in January 2003. Dedicated to the Firm’s client-centered culture, Michelle helps our families navigate and develop their unique financial plans. Michelle is committed to providing families with expert advice, personalized guidance, and superior service. In Her Own Words: “Families rely on me for my advice and expertise. I deeply respect the confidence our families place in me and our Firm. I am motivated each day to provide our clients with care, concern, and guidance to improve the quality of their financial future.” Past Experience: Account Management, Private Financial Advisors Division, Wachovia Bank Account Management, Wachovia Securities Credentials/Certifications: Accredited Wealth Management Advisor, College of Financial Planning https://www.trianglewealth.com/dorothy-moravec daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/957c56bf-28cf-4554-a124-b93950f6aff5/TWM_DorothyMoravec.jpg Dorothy Moravec PORTFOLIO MANAGEMENT Dorothy Moravec, CMFC®, APMA® Portfolio Manager Email — LinkedIn With over 20 years in the Financial Services Industry, Dorothy has been with Triangle since its founding in October 2000. As a member of the Portfolio Management team, her keen attention to detail is invaluable to the Firm. Dorothy is responsible for trade order entry, reconciliation, and monitoring best execution to ensure compliance with numerous industry regulatory requirements. Dorothy is also responsible for managing client investment portfolios and monitoring client cash needs. Dorothy assists in bond trading and helping clients reach their target fixed-income allocations. In Her Own Words: “Many of my responsibilities, if handled properly, go unnoticed yet are a vital part of our day-to-day operations. I strive to keep things running smoothly knowing that what happens behind the scenes affects how the rest of the team members perform their responsibilities.” Past Experience: Wire Operator, Cashier, Wheat First Butcher Singer Teller, Commercial Depositor, First Union Bank Credentials/Certifications: Chartered Mutual Fund Counselor℠ Accredited Portfolio Management Advisor℠ https://www.trianglewealth.com/kathleen-w-burkett daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/92c5de20-0a0a-4b7a-9cdf-463051365888/TWM_KathleenBurkett.jpg Kathleen SENIOR LEADERSHIP Kathleen W. Burkett, CFP® Managing Director, Retirement and Life Planning Email — LinkedIn Kathleen is a Certified Financial Planner™ professional with over 30-years of experience helping families coordinate, grow and protect their financial assets. Kathleen first met Paul Reynolds in the early 90’s at Wheat First Securities and quickly became a valuable resource to his practice. In 2005, Kathleen joined Triangle to lead the firm’s retirement and life planning services. In Her Own Words: “My desire to be an advocate for families by helping them to plan ahead, avoid unnecessary risks, and to lead happier, more fulfilling lives is what motivated me to enter the field of personal financial planning. A special needs family member taught me to appreciate how critical it is to make informed financial decisions.” Past Experience: Manager of Financial Planning Services, Wachovia Securities Financial Planning & Retirement Plans Specialist, Wheat First Butcher Singer Internal Audit, Wheat First Securities Internal Audit, Butcher & Singer Credentials/Certifications: CERTIFIED FINANCIAL PLANNER™ Member, Financial Planning Association Certified Public Accountant (currently inactive*) Penn State University, B.S., Accounting https://www.trianglewealth.com/paul-d-reynolds-iv daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/918c406c-ac6e-482c-9c6b-a6e897bf3c24/TWM_PaulReynoldsIV.jpg Paul D. Reynolds IV RELATIONSHIP MANAGEMENT TEAM Paul D. Reynolds IV, AWMA® Senior Relationship Manager Email Paul IV joined Triangle in 2012 and works with clients on various service needs while helping ensure their financial plans reflect both their long-term goals and short-term needs. Prior to joining Triangle, Paul served as a portfolio administrator with PDR Advisors in Charlotte, NC. In this role he was responsible for monitoring interest rates and credit ratings, tracking performance data, and evaluating the inventory of individual bonds. In His Own Words: “The role Triangle plays in our clients’ lives is a major responsibility. Helping families ensure that they can accomplish their goals is both gratifying and humbling.” Past Experience: Portfolio Administrator, PDR Advisors Intern, Triangle Securities Credentials/Certifications: Accredited Wealth Management Advisor, College of Financial Planning Campbell University, B.A., Management https://www.trianglewealth.com/deborah-kaufman daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/e22981a3-4853-4c70-b59a-dd94d196b8bb/TWM_DeborahKaufman.jpg Deborah Kaufman SENIOR LEADERSHIP Deborah Kaufman, CPA Managing Director, Chief Financial Officer Email — LinkedIn Deborah joined Triangle in 2006. As Chief Financial Officer, she is responsible for the Firm’s financial reporting, billing, and long-term budget planning. Deborah is dedicated to ensuring that internal controls and processes are in place to help safeguard Firm assets. Deborah’s auditing experience, meticulous attention to detail, and project management skills make her an integral part of our Firm’s leadership. In Her Own Words: “I have always loved business and the investment industry. I feel so fortunate that my career path led me to the wonderful people at Triangle Wealth Management.” Past Experience: International Accounting Manager, CNN Financial Accountant, Turner Broadcasting System Credentials/Certifications: Certified Public Accountant, Licensed in NC Miami University of Ohio, B.S., Accounting https://www.trianglewealth.com/j-lee-parker daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/b7d2f3cc-b1cc-42e1-b240-d9e38ee95a51/TWM_JLeeParker.jpg J. Lee Parker - RELATIONSHIP MANAGEMENT TEAM J. Lee Parker, CRPC® Senior Relationship Manager Email — LinkedIn Lee joined Triangle in 2000 upon its founding and has dedicated his career to empowering families with confidence in their financial future. With our team and a network of professional relationships, Lee helps families create their own personal lifestyle plan, monitor their progress, and make changes as their needs change. Lee’s passion for life and for family is reflected in the multigenerational relationships he has created over his almost 40-year career. In His Own Words: “Over my career as an advisor, I’ve had the honor of working with families who have grown to be some of my dearest friends. My passion is to be their advocate and to make a difference in their lives. The sincere and mutual appreciation shared with my team members and with each client makes every day at TWM a gratifying day.” Past Experience: Financial Advisor, Wachovia Securities and predecessor firms Credentials/Certifications: Chartered Retirement Planning Counselor™, College of Financial Planning University North Carolina, Chapel Hill, B.A., History https://www.trianglewealth.com/scott-loyek daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/df84fbdd-10b1-4069-81e4-cb187696693e/TWM_ScottLoyek.jpg Scott Loyek - SENIOR LEADERSHIP & PORTFOLIO MANAGEMENT Scott Loyek, CFA® Managing Director, Chief Investment Officer Email — LinkedIn As the head of the portfolio management team, Scott consults with our clients to construct customized, diverse portfolios of high-quality, low-cost investments designed to help them achieve their long-term individual goals. Scott strives to bring patience and objectivity to the investment process in order to avoid the destructive impact emotional decisions can have on achieving financial success. Scott joined our team in 2006 and brings over 25-years of investment-related experience to our clients. In His Own Words: “I am a passionate advocate of the consultative approach of investment management and value the independent, client-focused culture we have built here at Triangle Wealth Management. I seek to know our clients well enough that I make the decisions they would make if they had the same information and objectivity that we have.” Past Experience: Client Service and Portfolio Analysis, Oak Value Capital Management Portfolio Accounting and Investment Research, O’Brien Management Inc. Intern, The Conference Board Credentials/Certifications: CFA® charterholder Member, CFA Society North Carolina Wake Forest University, B.A., Economics with honors, Cum Laude https://www.trianglewealth.com/kim-shavlik-randolph daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/791a6e62-0ac4-40a0-9723-74739de415ac/TWM_KimShavlikRandolph.jpg Kim Shavlik Randolph - CLIENT SERVICE TEAM Kim Shavlik Randolph Client Relationship Specialist Email — LinkedIn Kim has been the welcoming face and warm voice that clients and visitors have come to know since joining Triangle in November 2010. Kim keeps Triangle running like a well-oiled machine from office management and scheduling to report preparation and client service. In Her Own Words: “The best part of my job is that I interact daily with our wonderful clients and my family of co-workers without ever leaving my desk! This is my happy place!” Past Experience: Office Manager, Business Development, Carolina Shutter and Blinds Credentials/Certifications: University of North Carolina, Chapel Hill, B.A., Special Education and Teaching https://www.trianglewealth.com/mary-margaret-reynolds daily 0.75 2024-11-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/2ed7b7bb-0dcc-41a6-92a6-d5d8cbb432f4/TWM_MaryMargaretReynolds.jpg Mary Margaret Reynolds CLIENT SERVICE TEAM Mary Margaret Reynolds Senior Client Relationship Specialist Email As the Senior Client Relationship Specialist, Mary Margaret supports the relationship managers and serves as a trusted point of contact for our families. She is responsible for servicing client accounts, preparing account paperwork, executing requests for capital, and coordinating any matters related to client accounts with the Firm’s custodian. Mary Margaret is also responsible for the CRM system. In Her Own Words: “I am committed to providing each of our clients with exceptional service by responding to their requests and resolving any concerns they have. Any time I’m able to make a client’s life easier or take something off their plate, it is a success. Over the years I have developed deep relationships with many of our clients, many of whom have become like family.” Past Experience: Office of Senator Richard Burr, Washington, D.C. Credentials/Certifications: North Carolina State University, BA in Psychology https://www.trianglewealth.com/darren-ford daily 0.75 2025-02-20 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/4aae44a7-74e4-4c99-a6cd-04d3af623c69/TWM_DarrenFord.jpg Darren Ford PORTFOLIO MANAGEMENT Darren Ford, CFA®, CAIA®, CIPM® Portfolio Manager Email — LinkedIn As a member of the portfolio management team, Darren is responsible for managing client investment portfolios, formulating asset allocations, and performing research and due diligence on all investment vehicles with a focus on mutual funds. Darren joined our team in 2022. In His Own Words: “Saving and investing for the long term is a difficult task. Helping clients execute their plans and navigate the markets to achieve financial peace of mind keeps me motivated every day.” Past Experience: Business Development Coordinator, AdvisorEngine Business Development, Abrigo Credentials/Certifications: CAIA® charterholder CFA® charterholder CIPM® certificant Member, CFA Society North Carolina Wake Forest University, MA in Sustainability Studies Hope College, BA in Economics and Business Management https://www.trianglewealth.com/claire-edwards daily 0.75 2024-12-17 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/5748ee29-f574-4e44-b0f9-1e9d199a908e/Claire_Edwards.jpg Claire Edwards CLIENT SERVICE TEAM Claire Jandrain Associate Relationship Manager Email — LinkedIn As an Associate Relationship Manager, Claire takes great pride in servicing clients in an efficient and courteous manner. Claire began her career as a marketing associate for a local investment advisory firm before going on to become their director of operations. Along her path she found that the most fulfillment from developing and fostering relationships with clients as they went through life’s milestones. In Her Own Words: “I am dedicated to helping the families we serve by making their experience with Triangle Wealth Management as seamless and efficient as possible. The best part of this role is the relationships that are created with clients and I look forward to each interaction that allows the relationship to grow. ” Past Experience: Director of Operations, AIM Advisors Credentials/Certifications: North Carolina State University, B.S., Fashion and Textile Management https://www.trianglewealth.com/get-started daily 0.75 2024-10-10 https://www.trianglewealth.com/sara-ellen-poston daily 0.75 2026-01-08 https://images.squarespace-cdn.com/content/v1/625cbefc254e1a269b4b8769/3804799a-5090-4a30-98e0-fc2670906db3/TriangleWealthMgmt_ProfileLogo-01.jpg Sara Ellen Poston CLIENT SERVICE TEAM Sara Ellen Poston Associate Relationship Manager Email — LinkedIn As a Client Services Associate, Sara Ellen prioritizes client needs and provides proactive support to the families we serve. Relationship building has been at the core of Sara Ellen’s career, and she utilizes this skill to serve Triangle’s clients. Previously working at a non-profit, she has developed a heart for service and strives to make each client’s experience the best it can be. In Her Own Words: “Triangle’s clients place their trust in our firm every day to help them achieve their long-term financial goals. I am honored to be part of a team that helps make that happen. My favorite part about this role is learning more about our clients and using the information to improve how we serve them.” Past Experience: Associate Director of Member Services, Alpha Xi Delta Fraternity Credentials/Certifications: East Carolina University, M.Ed., Adult Education East Carolina University, B.S., English and Secondary Education