Joe founded the SEC registered investment advisory firm in 2001 and has over 30 years of professional experience in the financial services industry. Previously, Joe was a majority owner of both an investment advisory firm and a 401(k) recordkeeping firm dating back to the early 1980's. A graduate of the University of North Carolina, Joe focuses on business development and client relationship management and is a co-chair of the Investment Policy Committee
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
Russell Smith, CFP®, CEBS®, CRPS®, AIF®
Russell helped form the ERISA division of Gordon Asset Management in 2001, after spending the previous 5 years with a predecessor firm focusing on business development and client relationship management. Having conducted thousands of participant enrollment and education meetings over the years, Russell is often referred to as ERISA CEO, for Chief Enrollment Officer. He has over 26 years of ERISA experience and Graduated from North Carolina State University.
Todd Misenheimer, CFP®, CIMA®, AIF®
Todd came to the firm in 2004 and has over 14 years of industry experience, 11 of which are with the firm. Todd's primary focus is managing wealth for individuals, executives, and small business owners. He is co-chair of the Investment Policy Committee and is the firm’s primary external High Net Worth Client Relationship Management professional. Todd graduated from the University of North Carolina at Chapel Hill.
Christian Keedy, CFP®, AIF®
Christian joined Gordon Asset Management in October 2005 and has over 10 years of experience in the financial services industry, over 7 of which are with the firm. Christian serves as the firm's Chief Compliance Officer and oversees investment operations. In addition to managing relationships with vendors, Christian also serves as the primary client relationship manager on a number of key accounts. Christian graduated from Barry University in Florida.
Mike Hensley, CFP®, AIFA®, CFC®, CRPS®, CPFA
Rand Millwood, CFP®, CIMA®, AIF
Client Relationship Management
Rand joined the firm in 2007 and has over 7 years of industry experience, 5 with the firm. A graduate of North Carolina State University in Raleigh, Rand serves as primary internal contact for many of the firm's wealth management clients. Rand works closely with clients to provide holistic financial planning, asset management, risk-controlled investing services. Rand oversees technology for the firm and serves as the Chief Information Security Officer.
Greg Rhinehardt, C(k)P®, AIF®, CRPS®, CPFA
ERISA Plan Consultant
Greg came to the firm in 2010 after 13 years of retirement plan wholesaling experience. As a primary relationship manager for the retirement plan team, Greg works closely with Plan Sponsors on retirement plan issues including plan design, fiduciary governance, and investment management. Greg is also responsible for participant education & enrollment for a number of clients. Greg graduated from Appalachian State University in North Carolina.
Adria Yannaccone, ARPS
Adria Yannaccone has 10 years of professional experience in the retirement plan and financial services industry. She joined Gordon Asset Management, LLC in 2011 offering ERISA operations support. Adria received her Bachelors of Science degree in Business Administration with a minor in Communications from Lebanon Valley College in Annville, PA and holds her ARPS designation.
Todd Zempel, QKA®, AIFA®, CFPA
Executive Director, Retirement Plan Services
Todd Zempel, known as "Z", has over 12 years of extensive industry experience. Prior to taking over retirement plan operations for the Gordon Asset Management, Z spent a decade as a TPA and record-keeper. Z holds the Accredited Investment Fiduciary Analyst (AIFA) designation Qualified 401(k) Administrator (QKA) designation, and is a Certified Plan Fiduciary Adviser (CPFA). Z was voted one of the nation’s top 50 retirement plan advisors under the age of 40 in 2015.
Conor Clougherty joined Gordon Asset Management, LLC (GAMLLC) in 2016. Born and raised in Raleigh, he graduated from the North Carolina State School of Management with a concentration in Finance. During his time at NC State he was also a 3 year letter winner on the baseball team.
Out of college he spent 12 years as an owner/manager in his family’s apparel distribution company.
While currently pursuing his CERTIFIED FINANCIAL PLANNER™ Certification though the Certified Financial Planner Board of Standards, Inc., his focus is on new business development. Conor is one of the few advisors in the firm that straddles the line between individual and institutional clientele.Conor and his wife Maggie have one child, Olivia. Conor stays busy during the fall season, working college football games as an Atlantic Coast Conference official.