David Ingram, Managing Member, and Susan Tillery, President of Paraklete Financial, Inc.™ are pleased to announce the affiliation of their two firms and the opening of a Paraklete office in Raleigh. Joining the Paraklete financial planning team are Patricia F Steward CPA/PFS and Carolyn Larsen-Wieber CPA/PFS. Ms. Steward is a Member of Steward Ingram & Cooper PLLC and Ms. Larsen-Wieber is a Senior Manager at the firm. In addition to providing true fee-only financial planning services through their affiliation with Paraklete, they will continue in their existing roles with Steward Ingram & Cooper PLLC.
Pat and Carolyn have earned the prestigious Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA), and both have held this designation for more than 10 years.
Paraklete Financial was founded with one very important underlying mission – to eliminate the burden of economic mismanagement by facilitating financial stewardship.
As Paraklete representatives, Pat and Carolyn help clients navigate the maze of financial decisions that are presented to them on a daily basis. Our advocacy reduces the "financial mistakes" which lead to the "economic mismanagement" of resources. Paraklete Financial is unique in that it is a true fee-only comprehensive financial planning firm; there are no products sold and no assets managed. We empower our clients with the knowledge to make correct choices regarding their financial situation. Paraklete Financial then coordinates the activities of a client’s investment, legal, tax and insurance advisers to develop and implement an overall integrated comprehensive financial plan that encompasses asset protection, estate planning, risk management, asset allocation and investing, philanthropy, retirement and tax planning.
How may we serve you? Contact us today to begin the dialogue. We look forward to being your advocate in financial servicesSM.
Patricia F Steward CPA/PFS | 919.345.1038 cell
psteward@parakletefinancial.com
Carolyn Larsen-Wieber CPA/PFS | 919.749.3368 cell
clarsen-wieber@parakletefinancial.com