Peter J. D'Arruda
Our management team of industry experts has gathered extensive knowledge from decades of experience helping clients maximize and preserve their wealth.
Peter J. D’Arruda
President & Founding Principal
Peter J. D’Arruda is President of the IARFC (International Association of Registered Financial Consultants), an Investment Advisor, fiduciary, and has been in the financial arena for over 25 years. He is the founder at a financial firm designed to help his clients “Cross the street of life.“ He and his team strive to help their clients take the worry out of living in retirement. Known as “COACH PETE” to most of his clients and radio show listeners, Coach Pete’s lifetime goal to assist his clients in achieving the levels of success they desire.
He has authored 6 books and co-authored 2. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, “7 Baby Steps to a ridiculously Reliable Retirement Income”. He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes for their readers’ print and web enjoyment. He is a graduate from The University of North Carolina.
He is a proud father of daughter, Caroline, age 11 with his wife, Kim.
A Registered Financial Consultant (RFC®) and Financial & Investment Advisor, Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client’s needs are met at every life stage and develops tailored solutions that meet long-term financial goals and objectives. Parker maintains client relationships and ensures a high quality experience for each and every client.
A graduate of Campbell University with a Bachelors degree in Trust and Wealth Management, minor in Financial Planning and a Masters in Business Administration.
Born and raised in Apex, Parker has been apart of the community all his life. He enjoys spending time with his family as well as working and volunteering around various community associations.
Parker’s specific financial credentials and designations provide him with a fiduciary duty and responsibility to all his clients. Parker is licensed to sell North Carolina life, disability and long-term care insurance and holds his FINRA Series 7 and 66 Securities licenses.
Marty is a Retirement & Wealth Strategist and he has 25 years of experience overseeing client investment portfolios that are based on a personalized account planning, risk minimization, disciplined professional money management and tax efficient retirement income planning. Marty specializes in protecting wealth that clients have already accumulated and establishing plans to meet future income goals in retirement.
Marty received a Bachelor of Arts degree in Economics from the University of North Carolina-Chapel Hill, where he also received a 4-year basketball scholarship to play for the legendary coach, Dean Smith.
Specializing in helping folks plan for the 30-40 years of unemployment, otherwise known as retirement, Jimmy Beasley provides sound income planning advice. With over 25 years in the financial arena, Jimmy has seen it all. His careful attention to detail, and emphasis on listening to client’s wants and needs, helps him develop tailor-made retirement income plans.
Jimmy was born in Fayetteville, NC, and has lived in Greenville, NC since 1997. He has been married for 43 years to his beautiful wife Rosemary. They have a daughter and a grandson. When he isn’t helping people plan their retirement, Jimmy’s hobbies include singing gospel music, golf, and spending time with family and friends.
Chris is a Retirement & Wealth Strategist and is very knowledgeable in all retirement income and protection strategies.
When tapped in his senior year of college to lead a multi-million dollar business expansion, Chris developed a taste for the entrepreneurial and financial take on life. He knows just how important your money is to you, your lifestyle, and those who depend on you.
Chris has been involved as an investor or partner in two other companies both in the United States and Europe and currently sits on the board of a local nonprofit helping those with disabilities obtain gainful employment. He draws on his knowledge of corporate and personal finance to serve clients who strive to accumulate, grow, and preserve their financial portfolio.
“Having the best growth strategies and protection for your portfolio is essential to maintaining the lifestyle you have obtained for yourself and those who depend on you.”
Daniela is our multi-talented client expert, who’s’ passionate about taking on new challenges, energizing our team, and continued day-to-day success both inside and outside of the office.
She uses her impeccable organizational skills to ensure a productive environment encouraging staff development, training, and enhanced customer service awareness. She continually looks for opportunities to keep us moving forward and ensuring client satisfaction.
Her professional career started after a brief stint in the US Marine Corps. On any given day she serves as receptionist, office manager, bookkeeper, office administrator, event planner, graphic designer and interior decorator.