Meet Our Team

• Joseph Malfeo, CFP® ChFC®

  President , Investment Advisor

  Phone Number 919.589.4040 ext. 1

  Website

  View Profile

• Matthew Maiers, CMFC® CFS®

  Vice President , Investment Advisor

  Phone Number 919.589.4040 ext. 2

  Website

  View Profile

• Kevin Cochran, MBA

  Investment Advisor

  Phone Number 919.427.0424

  Email kcochran@hsiadvisors.net

  View Profile

• George Nowack, MBA

  Investment Advisor

  Phone Number 919.589.4040 ext. 3

  Website

  View Profile

• Vinita Chaudhary, MBA, CPA, CA

  Tax Advisor

  View Profile

• Charles D. Leedy, CFA, MBA

  Investment Advisor

  Phone Number 919.589.4040 ext. 7

  View Profile

• Michael O'Rourke, FICF

  Investment Advisor

  Phone Number 919.589.4040 ext. 6

  View Profile

• Ashwani Arora, MBA, CPA

  Tax Advisor

  View Profile