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Client Centered

Client Centered

At our firm, 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 strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We 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®

CEO & Founder

(910) 207-0509

(919) 461-8090

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...

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Knox Gibson, MBA

Vice President

(910) 202-4772

(919) 461-8090

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...

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Erin Connor

Operations Manager

(919) 249-6736

(919) 461-8090

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...

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Tena Aull

Client Services Associate



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....
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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...
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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...
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Chris Zaccarelli, CFA

Chief Investment Officer

Chris joined IAA as the Chief Investment Officer in November 2017. His primary responsibilities are directing investment policy and research and portfolio management strategies. A twenty-year veteran of the financial services industry,...

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Steve Gensler, MBA, MBSA, 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...
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Kenny Hall

Chief Experience 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...
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Holly Curtis

Director of Training and Advocacy

Holly joined the Independent Advisor Alliance team in October of 2014 as an LPL registered assistant to Robert Russo. Since that time, she has held various roles at IAA including that of Transitions Manager, Blackbridge Financial...
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Kyle Campbell

Director of Mergers of 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...
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Diamond Pollard

Communications Manager

Diamond has been a part of the IAA team since October 2017. She currently serves as IAA’s Communications Manager. Her primary responsibilities include managing internal and external communications, crafting written content for...

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Dana Ryan

Media 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...
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Allison Bujorian

Marketing Coordinator

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...
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