4000 Westchase Boulevard
Arbor Wealth Management empowers our clients with the knowledge and the confidence to make smart financial decisions that impact their lives and future generations.
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
Client Development Manager
Domicile State: NC
Domenica began her professional career as a financial advisor in 2010 with Mass Mutual North Carolina. She has been a Rising Leader and multi-year Leader’s Club Qualifier and in 2015 was her firm’s Agent of the Year. Domenica helped found the Arbor Wealth Team in 2018. She is passionate about helping people meet their financial goals for themselves, their family and their businesses and believes that the primary way to do that is through holistic financial planning. She focuses on helping people with establishing and maintaining a plan that encompasses investment planning, insurance and adequate estate planning.
Domenica is married to her high school sweetheart Joseph and together they have two active little boys Donnie and Mimmo. She is a graduate of Appalachian State University’s Walker College of Business with a BSBA in Finance and a BSBA in Economics and in her spare time loves spending time with her family at the beach and cooking.
Domenica is a registered representative of MML Investors Services, LLC and holds FINRA Series 7, 6, 63, 65 & 26 licenses. Domenica is Life & Health licensed in NC, OK, TX, MA, FL, MD, SC, VA, DE and securities registered in DE, NC, FL, MA, OH, VA, TX & OK
Jill Schade is one of the founding partners and Chief Branding Officer for Arbor Wealth. She has over 20 years of client experience, team management and service knowledge. Jill plays a vital role for our team by maintaining the culture, supporting our team through the onboarding of new clients, and maximizing resources to make sure our client experience is the best in the business. She maintains the flow of information between our wealth managers, which includes strategic partners, to maintain seamless support and always looks to improve procedures for our team and our valued clients throughout the financial planning process.
Originally from Massachusetts, born in Boston and grew up in Foxboro, she moved to NC in 1998. She lovingly calls the Triangle area her home, with her husband Matt and two sons, Tim and Ben. Tim age 25, a former D1 swimmer with Arizona State and finished his Masters in 2020 at her alma mater Springfield College in Massachusetts, is currently serving in the US Army. Ben age 20, is a D1 soccer goalie due to graduate from Gardner Webb University in May and looks to pursue his MBA. If you go in her office you will see every stage of their lives, so far, in pictures. She says Mom has been her favorite role in life.
While living in NC for many years she still maintains her mildly obsessive love for all sports in New England and has adopted the Carolina Hurricanes as her local favorite. She especially loves spending time with her friends and family. Jill also loves to walk her 2y old GSP, Harper, and is an avid fitness enthusiast.
Since becoming a Financial Advisor in 2001, Matt has held multiple leadership roles throughout his career, including Managing Director and Lead Advisor to his team. His core financial concepts create valuable strategies working with individuals and families by helping to build legacy plans. Matt’s goal is to structure each client’s plan to maximize efficiency and help make sure that funds are available when needed most.
Well respected in the business market, Matt and his team focus on strategies that bring long lasting stability to small business owners. He excels in finding solutions to the growing problem that executives and their businesses face due to government limitations on the current retirement plan models.
Matt enjoys working with with his client's strategic partners (CPA, P&C, Estate Lawyers, etc) because of their commitment to a holistic and balanced approach to client needs. This allows him to focus on being a financial professional knowing that as a group, they should have solutions for any situation.
Originally from Ohio, Matt has made NC his home for the last 20+ years. He currently lives in Apex with his wife Jill and their two boys, Timothy and Benjamin. An avid Ohio State fan, Matt enjoys fishing, golf and watching movies during his leisure time.
Matt is a registered representative of MML Investors Services, LLC and holds FINRA Series 7, 6, 63, 65 & 26 licenses. Matt is Life & Health licensed in NC, OK, TX, MA, FL, GA, IA, MD, SC, VA, MA, DE and securities registered in DE, NC, FL, MA, OH, GA, MD, SC, KY, CA & OK
Raymond chose to begin his Financial Services Career in 2011, due in large part to his interest in helping people. By helping individuals and businesses to identify their financial needs and goals, Raymond can develop a plan of action to not only meet those needs, but help pave the road to also meet those goals.Raymond graduated from Liberty University in 2011 with a bachelor’s degree in Accounting. His background includes accounting for a small IT firm in Raleigh, NC and retail management. Before joining Arbor Wealth Management, Raymond was with Navigon Financial Group and achieved some career milestones: Careerbuilder of the Year, Rookie of the Year, Member of the Presidents Club and the Royal Blue Club.
PersonalRaymond was born and raised in Cary, NC. He and his wife, Elizabeth, currently live in Fuquay Varina with their sons, Caleb and Joshua. Having always been very committed to his church, Raymond spent more than two years overseas in Korea as an English teacher and church planter. He enjoys outdoor and sportsman activities including golf, tennis, fishing, hunting & boating.
RegistrationsRaymond is a registered representative of MML Investors Services, LLC and holds FINRA Series 6, 63, 65 licenses. Raymond is Life & Health licensed in NC, FL, GA, MA, MD, SC, TX, VA and WV and securities registered in NC, FL, TX, VA, NJ, CA, MO and KY.
Haden began his career in financial services in 2016. From 2000 to 2015 he helped start and grow a business that concentrated on safety and security products for government facilities and military vehicles, as well as proprietary products for basketball and ice hockey. With an intimate knowledge of what it takes to manage a successful startup business, Haden understands how to navigate the different growth phases a business owner will encounter along the way. Having a plan in place that helps to assure business owners and employees are protected every step of the way is the recipe for success.
Haden and his wife Candice were both born and raised in Burlington, NC and they have called Raleigh home since 2010. A 1998 graduate from East Carolina University, Haden is an ardent Pirate fan. Hobbies include travelling, golfing, grilling, hunting, and on the very rare occasion; the opportunity to combine all four.
Haden is a registered representative of MML Investors Services, LLC and holds FINRA Series 7 & 66 licenses. Haden is Life & Health licensed in NC, TX, VA, GA, MD, SC and securities registered in NC.
Amy Trostle is the Operations Director at Arbor Wealth. She monitors the day-to-day running of business operations to ensure the direction and coordination of the organization runs as smooth as possible. She is influential in implementing operational plans and ensuring all process and procedures are carried out efficiently and effectively. Amy helps to make the process between client and advisor as streamlined as possible. The goal is to make Arbor Wealth feel like a family just as much as a business.
Amy calls the Triangle area her home, even with traveling and having lived in various countries. She is a graduate of the University of North Carolina Wilmington with a degree in Finance looking to implement and expand her financial knowledge throughout Arbor Wealth. In addition to her business ambitions, Amy loves to travel and explore new settings with her adorable dog, Levi. In her spare time, she loves painting, traveling with her boyfriend David, and catching up with family and friends.
Lucas Krier is a new addition to the Arbor team and our newest Client Development Manager. He is a graduate of North Carolina State University with a degree in finance and data analytics. Along with our team of professionals, Lucas is committed to building long-term relationships and helping clients reach their goals. Drawing on the knowledge, experience, and guidance of our team, he will help build financial freedom for all members of the Arbor Wealth community.
Originally from Minnetonka, Minnesota, Lucas has called the Triangle home for the past 7 years. He currently lives in the Cary area. Although he graduated from NC State, he worked at Duke in the Football Recruiting Department so his split heart will always root for both teams. In his spare time Lucas enjoys fishing, golfing, outdoor activities, and spending time with his girlfriend Sierra. Lucas is a huge sports advocate, especially when it come to cheering on his home team, the Minnesota Vikings.