Professional Services

Christopher Coy

Christopher Coy

Lending Manager at TowneBank Mortgage

For over 17 years, Christopher Coy has worked in nearly every aspect of mortgage banking. This experience has given him a foundation for providing expert financial advice to clients rarely found in today’s mortgage lending marketplace.

Christopher has secured more than $770,000,000 in home financing for customers throughout the southeast region. He is an active member of the Mortgage Bankers Association, and is in the final steps of completing the highest designation awarded by the Association: “Certified MortgageBanker.” This professional designation is held by only 1,000 industry professionals, and is a mark of the highest level of knowledge and dedication to the real estate finance industry.

TowneBank Mortgage

christopher.coy@townebankmortgage.com

Direct: 919-882-5157

Cell: 919-306-8895

Fax: 866-710-8960

NMLS# 1201896

 

Paul Lindsay

Paul Lindsay

Owner at Triangle Advisors Group

Born in Brunswick, Georgia in 1964, Paul relocated at a very early age and grew up in the city of New Orleans with his parents and three sisters.  He attended the only public high school in New Orleans and accepted a scholarship to the Coast Guard Academy upon graduation.  Paul studied Ocean Engineering and Finance when he graduated in 1988 with a Bachelor of Science in Engineering Management.

From 1988-1996, Paul served in the Coast Guard aboard several ships as an Engineering Officer and Marine Safety Specialist.  During his Coast Guard career, Paul was fortunate to assist in the recovery and saving of fishing vessels in the Alaskan waters; he also travelled overseas conducting safety inspections for the Coast Guard.

In 1996 with orders in hand to Miami, Paul, along with his wife and their two young children, decided to leave the Coast Guard and accept a position with a Washington, DC financial services firm.  Paul worked in the DC office where he specialized in building retirement and savings plans for military families.  Paul was promoted in 2000 and asked to run his own district in Panama City, Florida.  There he was asked to train and oversee five associates and promote the growth of the company.  After a successful four years, Paul accepted an opportunity to open a Raleigh/Durham office.

Paul worked to open the Raleigh/Durham office and later that year accepted a position with Asset Protectors and Advisors(AP&A).  There, he taught financial professionals proper ways to use life insurance and annuities as part of an overall financial portfolio.  He stayed with AP&A for a year and then opened up Triangle Advisors Group, Inc. in 2007.  Triangle Advisors Group is the culmination of years of financial study and the desire to be independent and provide a quality of service not normally found in the large brokerage houses.  Triangle Advisors Group was opened with the client in mind and the desire to always maintain an independent look when it comes to helping clients succeed financially.

Paul and his wife Mary, along with their two children, now reside in Morrisville.  Both children are heavily involved in high school activities and Mary stays busy as a Director of Nursing at Duke Hospital.

Triangle Advisors Group
919-460-1737
Fax:  919-460-8226

Robert (Bob) Fesler

Robert (Bob) Fesler

Independent Associate at LegalShield

LegalShield Believes Everyone Deserves Legal Protection

At LegalShield, we’ve been offering legal plans for over 40 years, creating a world where everyone can access legal protection – and everyone can afford it. Unexpected legal questions arise every day and with LegalShield on your side, you’ll have access to a designated high-quality law firm for your state for as little as $20 a month. From real estate, to document review, speeding tickets, to will preparation, and more, our totally vetted attorneys are here to advise you with any legal matter – no matter how traumatic or how trivial it may seem. Our law firms are paid in advance so their sole focus is on serving you, rather than billing you. In addition you will have a mobile phone App that affords you 24/7 Emergency Legal access. With our legal plan individuals, including employer sponsored benefit plans, and small businesses will be protected and empowered to worry less and live more…!

LegalShield Identity Theft Plans

For more than a decade, Identity Theft has been the leading complaint filed with the Federal Trade Commission’s Consumer Sentinel Network. The victim of this frequently misunderstood crime bears a heavy burden that can be hard to address alone. LegalShield offers two high quality identity theft plans to help members understand identity theft as well as protect and restore their identities. LegalShield’s Identity Theft Plan provides fundamental identity monitoring services, while the Identity Theft Premium Plan offers a more comprehensive monitoring solution. Both services provide Comprehensive Consultation and Enhanced Identity Restoration from Kroll. Should you have an identity theft concern or find that you are a victim, you’ll have Kroll’s experts to help restore your identity to pre-theft status, no matter how long it takes.

Where can you find such a combined value as an individual where you can obtain your will, healthcare power of attorney, and living will on day-one for less than $1/day?  Our small business plans start for less than the cost of lunch for a typical staff meeting. So reduce your worries and stress and find greater happiness..!

Bob is a Vietnam Veteran with five years of service in the US Navy.  I earned both my undergraduate engineering degree and master’s degree in business from Purdue University before spending the last 40 years in industry primarily as a business management productivity consultant. Now my personal passion is to help make a difference in the daily lives of everyday people and the companies they work for.  More than half of us will have some form of legal issue each year where we must endure the stress and distractions associated with dealing with the legal system during business when we could be free from that stress and anxiety for less than $1/day. You will quickly discover my integrity and work ethic to help YOU make the appropriate LegalShield and Identity Theft plans a great value for your specific needs NOW before the need arises in the Morrisville and the surrounding Triangle area.

Legal Shield

BenefitsByRobert@gmail.com

Cell: 919-985 4151

Markus Warwick

Markus Warwick

Insurance Agent

Liberty Mutual Insurance

Since 1912, we at Liberty Mutual Insurance have committed ourselves to providing broad, useful and competitively-priced insurance products and services to meet our customers’ ever-changing needs.

Our delivery on this commitment is the reason we’re now the third largest property and casualty insurer in the U.S. based on 2012 direct premium written according to the National Association of Insurance Commissioners.

Markus Warwick has been with Liberty Mutual since 2006. His alma mater is Campbell University. At Campbell University, he earned his degree in Criminal Justice with a minor in Psychology. In his free time he loves to work out, travel and read a good self development book. He is committed to providing you with the quality protection and service at an affordable price.
Please contact Markus today to learn more about their complete coverage plans designed to protect you, your home, and your automobile.

Liberty Mutual

Markus.Warwick@LibertyMutual.com

Cell: 919-316-9587

Mark Judson

Mark Judson

CPA, CGMA, MBA

My Goal: Is to provide quality tax and accounting services at a reasonable price. In order to facilitate this, I am committed to making the best use of time and available technology. This will allow me to streamline the tax filing process so that I can charge the lowest price possible for quality work. This will also allow my clients to focus on what is important to them instead of worrying about annual tax compliance issues.

Tax Problem Resolution: I have vast experience working with the IRS and the NC Department of Revenue to resolve tax issues as well as initiating payment plans for clients who owe money.

Business Consulting: I am one of the first CPAs in the country to obtain the coveted Chartered Global Management Accountant (CGMA) credential. This designation reflects my experience in industry accounting and the “value-add” that an experienced accounting professional can bring to that table. Additionally, my Master in Business Administration (MBA) degree reflects a well rounded acumen in all areas of business. These designations coupled with my experience as a Corporate Controller provide my consulting clients with a formidable edge against their competition.

I help businesses in their growth phase with issues such as Cash Flow Management, Capital Budgeting, Internal Controls, and Risk Management. If your business is growing but you don’t yet have the need for a full time Controller or CFO, I can serve on a consulting basis to give you the expertise that you need to help your business maintain its growth.

Contact me today to begin your journey to financial security and well-being!

Mark Judson, CPA, CGMA, MBA

919-971-3111

Kara Daniels Hand

Kara Daniels Hand

Attorney at Law

Kara is an attorney with multi-faceted experience and unique set of skills. She handles residential real estate closings, real property legal drafting, and focuses on wills and basic estate planning. She has expanded her practice to legal drafting for local businesses and family law. Kara has tried cases before the North Carolina Court of Appeals and has served as the counsel in litigation for various groups.

Kara is currently an independent practitioner. She is co-founder of the Daniels Hand Law Firm providing concierge legal services for the Triangle. She was a partner at Stevens & Hand, PLLC for three years and served as associate for three years prior to the partnership. While working at Stevens & Hand, Kara provided legal services for wills, collections, and real estate loan closings. Kara also previously worked as a policy analyst with the John William Pope Civitas Institute in Raleigh, North Carolina.

Kara completed her third year of law school as a visiting student at the Campbell University Norman Adrian Wiggins School of Law. While attending Stetson Law School, where she received her Juris Doctor, Kara was honored with the book award for the highest score in Administrative Law. She served as vice president of the Student Bar Association and was also the Stetson delegate for the Young Lawyers Division of the American Bar Association. Kara received a bachelor of arts in political science and a bachelor of science in applied sociology from North Carolina State University where she was a Thomas Jefferson Scholar.

Kara is a native and resident of Cary, NC. She is married to Cody R. Hand and has a two year old daughter, Emmie Reed Hand. As an active member of the community, she has volunteered significant time mentoring young women and providing business expertise as the advisor for the Alpha Kappa chapter of Chi Omega at North Carolina State University. She is a graduate of the 2010 Cary Leadership program and a member of the North Carolina Association of Women Lawyers. Kara is a lifelong member of First United Methodist Church of Cary.

Education
Stetson University, J.D., 2004
North Carolina State University, B.S., Applied Sociology, 2001
North Carolina State University, B.A., Political Science 2001

Bar Admissions and Memberships
North Carolina State Bar
NorthCarolina Bar Association
Tenth District Judicial Bar

919-389-8294

info@DanielsHandLaw.com

danielshandlaw.com

 

Mike O’Toole and Cindy O’Toole

Mike O’Toole and Cindy O’Toole

Owners of O'Toole's Mobile Dustless Blasting

We offer an ECO-FRIENDLY solution on media blasting. Our process uses no toxic chemicals and causes no pollution. And our system produces NO DUST PLUME, it can be used anywhere. Additionally, it takes a fraction of time than that of other companies providing the same type of service.

Proud operator of the most innovative surface preparation tool on the market today. At O’Toole’s Mobile Dustless Blasting, we can strip any coating off of any surface in any location. We use recycled glass media so it won’t harm the environment. Clean up is a breeze because our machine uses water and media mixed in the blast tank.

Perfect for building surfaces, automotive, pools, antiques, wood decks, boats, heavy machinery, tractors, trailers, industrial tanks, bricks, stone, concrete, and any other surfaces…

Mike O’Toole or Cindy O’Toole
919-685-7772 • 919-278-6512
Mike.OToole@OToolesDustlessBlasting.com
Cindy.OToole@OToolesDustlessBlasting.com

www.otoolesdustlessblasting.com