Meet the team dedicated to you

Our mission is to create generational blessings through comprehensive wealth management

Our Core Values

We’re built for people who want a personalized experience, direct advice and a financial strategy that fits their life, not a cookie-cutter plan.

Always do the right thing

Be a professional

Be an "A -Team" player

Be engaged and enthusiastic

Our Founder

Brian Raleigh, in a blue plaid blazer and white shirt sitting indoors with hands clasped, with a blurred company logo in the background.

Brian Raleigh, LUTCF®

President and Founder
Investment Advisor Representative

“Hope for the best, but plan for the worst.”- Brian Raleigh

The Team Protecting
Your Legacy

Our family-led team blends hand-crafted planning, experience and a get-stuff-done attitude to help you reach your financial goals.

Advisor Team

Joe McLeod, RICP®

Senior Wealth Advisor
Investment Advisor Representative

Joe McLeod

Joe brings a wealth of knowledge and experience to Raleigh Wealth Solutions. Since joining the team in 2014, he has developed superb relationships with our firm’s select families.

A Raleigh native, Joe attended North Carolina State University for his undergraduate degree and earned his master’s degree in wealth management and trust administration from Campbell University.

Joe is a financial professional who can offer investment and insurance products and services. He has passed the Series 63 and 65 securities exams, is fluent in alternative investment offerings and holds North Carolina life, variable life and variable annuity licenses. He has also obtained the Retirement Income Certified Professional® (RICP®) designation. Joe’s comprehensive wealth management approach and inventive strategies are an asset to Raleigh Wealth Solutions and its clients.

When Joe is not at work, he enjoys playing soccer and golf and spending weekends at his family’s beach house in Pine Knoll Shores. Joe is married to his high school sweetheart, Natasha, and together they have two kids, Reading and Walker. They also have two Labrador retrievers named Annie and Bear.

Mikayla Raleigh, RICP®, CFP®

Wealth Advisor
Investment Advisor Representative

Mikayla Raleigh

Mikayla is passionate about serving Raleigh Wealth Solutions’ select families and business owners, creating tax-efficient plans and giving hard-working families confidence that their wealth will allow them to live the lifestyle they have worked for.

Mikayla joined Raleigh Wealth Solutions after graduating with a Master of Science from Oklahoma State University. Even though she wore orange for two years, her heart will always bleed red. She was a Park Scholar at North Carolina State University, where she earned an undergraduate degree in human biology.

After competing as a national and world champion cheerleader for both universities and for the USA Cheer national team, Mikayla decided that the science realm wasn’t quite competitive enough to fuel her fire. Thus, she launched herself into the financial industry.

Mikayla deeply cares about sharing financial knowledge with other young professionals to help ensure they experience the compounding effect of making good financial decisions early on in their careers. Her YouTube series, “Mondays with Mikayla,” features weekly videos sharing financial tips for young professionals. From budgeting to how to set up an Individual Retirement Account (IRA) to more advanced strategies for high-income earners, she covers it all in short, easy-to-understand videos. Subscribe to Raleigh Wealth Solutions’ YouTube channel today to catch the next episode of “Mondays with Mikayla.”

Mikayla is a financial professional who can offer investment and insurance products and services. She has passed the Series 7, 24, 63 and 65 securities exams and holds North Carolina life and health insurance licenses. She has also obtained the CERTIFIED FINANCIAL PLANNER® certification and the Retirement Income Certified Professional® (RICP®) designation.

George Phipps, MBA, CFP®

Senior Wealth Manager
Investment Advisor Representative

George Phipps

George has over a decade of experience in financial services and is a 10-year U.S. Army veteran. He came to us after three years at Financial Directions, where he advised high net worth clients and C-suite executives on complex tax, estate and investment topics, especially in life sciences and startup markets. Before that, he worked at Fidelity Investments for five years, helping families navigate foundational planning and investments.

George is a financial professional who can offer investment and insurance products and services. He is a CERTIFIED FINANCIAL PLANNER® professional and has passed the Series 7 and 66 securities exams. He earned his Master of Business Administration with a concentration in finance from Southern New Hampshire University.

In his free time, George enjoys working on home projects and competing in Spartan races with his wife, Jennifer.

Bob Wiese, MBA, CFP®

Wealth Manager
Investment Advisor Representative

Bob Wiese

Bio coming soon!

Jack Raleigh

Jack Raleigh,

Wealth Manager
Investment Advisor Representative

Jack Raleigh

Jack was born and raised in a small town in northern Vermont before relocating to North Carolina in 2018. He joined Raleigh Wealth Solutions as the firm’s designated insurance supplement and long-term care professional, and he is now a wealth manager. Jack is committed to delivering consistent, high-quality service to the select families he serves.

Prior to joining RWS, Jack was a general manager at National Tire and Battery and worked in sales and consulting with JWHR Home Consulting LLC.

Jack is a financial professional who can offer investment and insurance products and services. He earned his life, accident, health and Medicare Supplement insurance licenses and has passed the Series 7, 63 and 65 securities exams.

Outside of the office, Jack enjoys playing recreational ice hockey, golfing, freshwater fishing and doing yard work.

Jack Erickson

Jack Erickson,

Wealth Manager
Investment Advisor Representative

Jack Erickson

Jack joined Raleigh Wealth Solutions in 2024 and serves as one of the firm’s wealth managers.

Jack graduated from North Carolina State University with a Bachelor of Science in business administration and a concentration in finance. During his college years, he participated in intramural sports and the finance club.

Jack is a financial professional who can offer investment and insurance products and services. He has passed his Series 7 and 66 securities exams and holds insurance licenses in life, health, long-term care and Medicare Supplement.

Jack was raised in Chicago, but he and his family now reside in Raleigh. He enjoys traveling, playing pickup basketball, camping, attending concerts and spending time with his sister and his parents.

Nick Beglane

Nick Beglane,

Paraplanner
Investment Advisor Representative

Nick Beglane

Nick graduated from Wake Forest University with a Bachelor of Arts in communication and a minor in entrepreneurship. At Wake Forest, he was a member of the track and cross-country teams and balanced athletics with his academic pursuits.

Nick began his finance career with Fidelity’s workplace advisory team. In 2025, he joined Raleigh Wealth Solutions as part of the processing and client services team. Nick is a financial professional who can offer investment and insurance products and services and has passed the Series 7, 63 and 65 securities exams.

Outside of work, Nick enjoys fitness activities, recreational sports and time spent with his wife and their three pets.

Business Operations Team

Jeremy Baltz, RICP®

Director of Operations
Investment Advisor Representative

Jeremy Baltz

Jeremy graduated from St. John’s University with a Bachelor of Science in sports management and a minor in business administration. While making the dean’s list all semesters, he was also a standout member of the Red Storm baseball team. After his junior year, Jeremy was drafted in the second round by the San Diego Padres in 2012 and went on to play professional baseball for nearly four years.

After his life on the baseball diamond ended, Jeremy moved to the Triangle to pursue his love of finance and his desire to help others. He joined Raleigh Wealth Solutions in 2020 and is proud to be a part of such an established and well-respected wealth management firm.

Jeremy is a financial professional who can offer investment and insurance products and services. He holds a Series 65 license as well as property and casualty, life, accident and health insurance licenses. He has also earned his Retirement Income Certified Professional® (RICP®) designation.

In his free time, Jeremy enjoys spending time with his friends and family. He likes to play golf and is working on transforming his baseball swing into a golf swing. Jeremy and his wife, Rachel, are proud parents of their son, Jordan. If you have ever talked to Jeremy, you are sure to have seen all the cute pictures and heard great stories of early parenthood.

Shaelyn Raleigh, RICP®

Director of Marketing
Investment Advisor Representative

Shaelyn Raleigh

Shaelyn eagerly leverages her passion for helping others to serve Raleigh Wealth Solutions’ families.

Shaelyn was a Brinkley-Lane Scholar at East Carolina University, where she earned a Bachelor of Science in exercise physiology. After graduation, she moved to Nashville, Tennessee, and taught fifth-grade science.

After Shaelyn’s first year of teaching, she took an internship at Raleigh Wealth Solutions and quickly developed a deep passion for the business. This led her to make a career change, and in July 2023, she joined Raleigh Wealth Solutions full time.

Shaelyn is a financial professional who can offer investment and insurance products and services. She holds North Carolina life, accident and health insurance licenses and has passed the Series 7, 63 and 65 securities exams. She has also earned the Retirement Income Certified Professional® (RICP®) designation.

Outside of work, Shaelyn enjoys working out, reading and spending quality time with family and friends.

Jill Raleigh

Jill Raleigh,

Community Engagement and Operations Coordinator

Jill Raleigh

Jill brings superb organizational skills to Raleigh Wealth Solutions, where she serves as the bookkeeper, event planner, compliance director and human resource manager. With keen attention to detail, she can always be counted on to get jobs done efficiently and accurately.

Jill is a native North Carolinian and graduated from Western Carolina University with a Bachelor of Science in education.

Jill and her husband, Brian, have four children: Mikayla, Jake, Shaelyn and Brandon. When Jill is away from the office, she likes to stay active. Her favorite activities include biking, hiking, kayaking, jet skiing, hanging out at the lake and taking one of her three dogs for long walks.

Michele Lalanas

Michele Lalanas,

Director of First Impressions

Michele Lalanas

Michele’s role at Raleigh Wealth Solutions is to help ensure the office runs seamlessly and every client feels valued from the moment they connect. Michele manages the firm’s calendar and coordinates all client and prospective client appointments, making her the first friendly voice and warm welcome that many people experience. She is passionate about delivering exceptional service and takes pride in making every interaction positive.

Michele earned her Bachelor of Arts in communications from Notre Dame of Maryland University in Baltimore.

Michele is originally from Charleston, West Virginia. She lived in Mildenhall, England, while her husband served in the U.S. Air Force. After he completed his service, the couple relocated to Raleigh, and Michele joined Raleigh Wealth Solutions in September 2017.

Outside the office, Michele enjoys reading and attending concerts, movies and plays. She also likes spending quality time with her husband and her family.

Larson Cashwell

Larson Cashwell,

Marketing Assistant

Larson Cashwell

Larson brings knowledge and a passion for marketing to the Raleigh Wealth Solutions team.

Larson graduated from Campbell University with a Bachelor of Business Administration in marketing. After graduation, she managed a coffee shop and began pursuing a Master of Business Administration with a concentration in digital marketing and social media.

Outside of work and studies, Larson serves as a proud alumna marketing advisor for the Alpha Delta Pi chapter at East Carolina University. She enjoys attending Campbell University football games, spending time with her dog and putting together puzzles.

Erin Wall

Erin Wall,

Human Resources Coordinator

Erin Wall

Bio coming soon!

Client Services Team

Nick DeBerardino

Nick DeBerardino,

Lead Processing | Client Services Coordinator
Investment Advisor Representative

Nick DeBerardino

Nick started as an intern at Raleigh Wealth Solutions in 2020 and joined the team full time in 2023. In his role, he oversees all of our firm’s processing and client servicing activities.

Nick graduated from North Carolina State University with a Bachelor of Science in business administration with a concentration in finance. Nick was also a member of the Business Analytics Honors Program and graduated summa cum laude.

Nick is a financial professional who can offer investment and insurance products and services. He holds his North Carolina life, health and accident insurance licenses and has passed the Series 7, 63 and 65 securities exams.

In his free time, Nick likes to stay active by working out, hiking and playing sports. He also enjoys cooking, golfing and spending time with family and friends.

Dee Raleigh

Dee Raleigh,

Processing | Client Services Coordinator

Dee Raleigh

Dee’s work at Raleigh Wealth Solutions aligns the firm’s processes with its client relationships.

Dee was born in Philadelphia and moved to Vermont as a child. She earned a Bachelor of Arts and a Master of Arts in English from the University of Vermont. Prior to joining RWS, she was the registrar at a public high school in Vermont for 18 years.

Dee has been married to her husband, Jeff, for 30 years. She has two adult children and a large extended family who live all over the country. Dee’s hobbies include gardening, doing Zumba and watching professional sports.

Josiah Frost, CFP®

Processing | Client Services Coordinator

Josiah Frost

Josiah attended North Carolina State University, where he earned a bachelor’s degree in business administration with a concentration in finance. He began his career in the financial industry on the client service team at Janney Montgomery Scott before joining Raleigh Wealth Solutions in 2025.

Josiah is a financial professional who can offer investment and insurance products and services. He is a CERTIFIED FINANCIAL PLANNER® professional and has passed the Series 7 and 66 securities exams.

Outside of work, Josiah enjoys working out, playing sports, cooking and spending time with his wife, Sarah, and his friends. He is very involved in his church and helps lead a Bible study for young adults during the week.

Josiah Deane

Josiah Deane,

Processing Coordinator

Josiah Deane

Bio coming soon!

Brandon Raleigh

Brandon Raleigh,

Quality Control Coordinator

Brandon Raleigh

Brandon is an intern at Raleigh Wealth Solutions. You’ll likely see him at your front door delivering packages to RWS families, and you can always count on him to greet you with a smile.

Brandon is pursuing his bachelor’s degree at North Carolina State University, where he plays on the Icepack hockey team.

In his free time, Brandon enjoys working out and playing hockey, golf and chess.

Buck

Buck,

Chief Barking Officer

Buck

Buck is a hard-working employee who makes sure Raleigh Wealth Solutions’ families receive valuable information from their W.A.Y. Forward visits.

Benny

Benny,

Associate Barking Officer

Benny

Benny is Raleigh Wealth Solutions’ associate barkingofficer. Joining the team shortly after Buck, he works just as hard to providecompanionship to the RWS team and the families they serve.

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Ready to take the next step?

Get to know the team in person and see how our experience and personal approach can help you move forward with a plan built for your life.