Our Team
Collaborating as a team, our diverse backgrounds enhance our ability to provide sound, independent, and objective advice.
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Kathleen W. Burkett, CFP®
Managing Director,
Retirement and Life Planning -
Claire Edwards
Associate Relationship Manager
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Darren Ford, CFA®, CAIA®
Portfolio Analyst
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Deborah Kaufman, CPA
Managing Director,
Chief Financial Officer -
Scott Loyek, CFA®
Managing Director,
Chief Investment Officer -
Dorothy Moravec, CMFC®, APMA®
Portfolio Manager
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J. Lee Parker, CRPC®
Senior Relationship Manager
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Michelle Petruolo, AWMA®
Senior Relationship Manager
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Kim Shavlik Randolph
Client Relationship Specialist
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Mary Margaret Reynolds Hutchens
Senior Client Relationship Specialist
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Paul D. Reynolds, III
President and Founder
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Paul D. Reynolds IV, AWMA®
Senior Relationship Manager
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Jessica R. Sherburne, AWMA®
Chief Compliance Officer, Relationship Manager
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Cathy L. Thomas, CRPS®
Managing Director, Chief Operating Officer
“As veterans in the financial services industry, our mission here at Triangle Wealth Management has always been to help our clients achieve the financial peace of mind that comes from placing their trust in caring, competent, and experienced people.”
— Paul D. Reynolds, III, President and Founder