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(704) 766-0590
mike@willingdonwealth.com 
Mike began his investment career in the early 1980s in Columbus, OH as a research analyst at the Public Employees Retirement System of Ohio. He brings a 25+ year investment career to Willingdon Wealth Management, with extensive experience in fundamental analysis and portfolio management. Mike was the Chief Investment Officer and Managing Director at Eastover Capital Management, a position he held for eight years.
Mike earned his BBA from St. Bonaventure University in 1981 and his MBA from the University of Michigan in 1983. He is a CFA and a member of the North Carolina Society of Financial Analysts.
As the Chief Investment Officer and Managing Director at Eastover Capital Management, Mike was primarily responsible for the investment analysis and portfolio management functions of the firm. Assets under management grew during his tenure from $100 million to a peak level of approximately $300 million.
Mike is active in the community through his participation in Stewards of the Game, a Christian youth sports organization he co-founded in 2001. Mike is currently the Director of Basketball Operations for Stewards of the Game and is the author of the book, “Coaching Youth Basketball with Faith and Fundamentals.”
(704) 766-0591
tom@willingdonwealth.com
Tom received his Masters in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2004 with a concentration in investment management. He received his undergraduate degree in accounting from the University of Notre Dame in 1998. Tom is a Chartered Financial Analyst, a Certified Public Accountant, and a member of the North Carolina Society of Financial Analysts.
Tom spent four years at Ernst and Young LLP in Chicago providing audit services for public and private clients in all industries with a focus on the retail, distribution, and manufacturing segment. His largest two clients included a publicly traded leasing corporation and a worldwide logistics corporation. Tom gained investment experience as a high yield analyst at Turner Investment Partners, a firm with assets under management approaching $13 billion.
Tom joined Willingdon Wealth Management in July of 2004. His primary responsibilities include research, analysis, and portfolio management. Tom’s wife, Stacey, is a family practice physician for CMC Elizabeth Family Medicine. They have two children, Ellie and Jack.
(704) 766-0574
pete@willingdonwealth.com
Pete received his Masters in Business Administration from Campbell University in 1998. He received his undergraduate degree in Trust Management and minor in Financial Planning from Campbell University in 1998, as well. Pete is a member of the American Bankers Association, and a Certified Trust and Financial Advisor. He is a member of the Charlotte Estate Planning Council and serves on the steering committee for Estate Planner's Day at Queens University.
Pete spent 5 years with Bank of America's Trust Department in Tampa, FL as an account opening coordinator and team leader. He spent an additional 3 years with Bank of America's Wealth Management in Charlotte, NC as a local Trust Officer. Prior to joining Willingdon Wealth Management, he spent the previous 3 years with First Charter Bank as a Trust Officer in Charlotte, NC.
Pete joined Willingdon Wealth Management in February of 2009. His primary responsibilities include business development, customer service, and estate planning. Pete’s commitment to providing the highest level of personal service to our clients will be an integral part of our future success.
Pete’s wife, Leslie, has worked in Trust & Wealth Management since 2003. They have two children, a daughter, Ava, and a son, Coleman.
(704) 659-7811
brian@willingdonwealth.com
Brian received his bachelor’s degree in Economics from the University of North Carolina at Chapel Hill in 2000. Brian earned his Certified Financial Planner™ (CFP®) designation in 2006.
Prior to joining Willingdon, Brian worked in various roles for Bank of America over a nine year period. He brings a wide range of financial services experience to our firm. At BAC, Brian managed a banking center, was a Client Manager in the Premier Banking and Investments group and a Financial Advisor in the Wealth Management Division. In addition to helping clients with their investable assets, as a Certified Financial Planner™ Brian offers guidance in virtually every area of personal finance including banking & lending, liquidity strategies, insurance, long term care, education, tax, estate and retirement planning.
Brian’s breadth of knowledge and diverse skill set significantly enhances our wealth management capabilities. Brian’s dedication to his clients and his commitment to the highest level of professionalism in all that he does make him an integral part of Willingdon’s future success.
Brian serves on the Board of Directors of the Bruce Irons Camp Fund, a non-profit organization that sends low income children, nominated by their teachers, to a residential camp for five consecutive summers.
Brian’s wife Lindsay is the Communications and Public Relations Manager for NPower, a non-profit technology consulting firm. Lindsay and Brian have a daughter Ella and a son William.
(704) 766-0584
mlk@willingdonwealth.com
Mary Lynn received her Masters in Business Administration from the University of Dayton in 1985 with a concentration in finance. She received her undergraduate degree in accounting from Rochester Institute of Technology in 1982.
Mary Lynn has held financial analyst positions at American Electric Power and Ross Labs, a subsidiary of Abbott Labs. Her responsibilities at Willingdon Wealth Management include operations, accounting, and client service. Her analytical skills and attention to detail have proven to be important drivers of our firm’s success.
