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.
Domicile State: NC
Domenica began her professional career as a financial advisor in 2010 with MassMutual. 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 joined Arbor Wealth Management 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.
I am married to my high school sweetheart and we recently had our first baby boy, Donnie who was born on 8/13/2017. I am a Cum Laude graduate of Appalachian State University’s Walker College of Business with a BSBA in Finance and a BSBA in Economics.
My favorite part about my career is the relationships I have with my clients. I love helping them achieve their goals for their families and businesses and am fortunate to have a great team supporting me in that endeavor. In my free time I enjoy playing with my little boy, reading, cooking and traveling the world. I also love working in the community and have been a member of the Junior League of Raleigh since 2011.
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 and securities registered in NC, FL, MA, OH, & OK
Jill Schade is one of our founding members and Chief Branding Officer at Arbor Wealth. She has over 10 years of client experience, team management and service knowledge. She plays a vital role in our team for maintaining the culture, supports our team through the onboarding of new clients, and maximizes resources to make sure our client experience is the best in the business. She maintains the flow of information between our wealth managers, which include strategic partners, to maintain seamless support for the team and our valued clients throughout the financial planning process.Jill has loved living in the Triangle area for 20+ years with her husband Matt, and sons Tim and Ben. She is an avid New England sports fan, enjoys watching her beloved teams and children competing in sports, but especially enjoys spending time with family and friends. Jill also loves to walk with her 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 Sales Manager 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 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 19 years. He currently lives in Morrisville 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 and securities registered in NC, FL, MA, OH, & OK
Check the background of this investment professional on FINRA’s BrokerCheck.
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.
Education and ExperienceRaymond 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, and WV and securities registered in NC.
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 assures 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 and securities registered in NC.
Amy Trostle is the Team Administrator at Arbor Wealth. She recently joined the expansive world of Financial Services with her sights set on long term goals in the industry. She helps to make sure that the processes behind the curtain function as efficiently as possible for the Arbor team. She is influential in bridging the gap between each advisor’s strenuous workload and their insatiable desire to help people with their personal finances. Amy helps to make the process between client and advisor as streamlined as possible in an attempt to make Arbor Wealth Management feel like a family just as much as it feels like a business.
Amy Trostle calls the Triangle area her home, even with traveling and having lived in various countries. She is a recent 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 furever friend Levi. In her spare time she loves to dabble in a bit of painting and catch up with family and friends.