Kelsey Plummer is a financial advisor with Pursuit Wealth Strategies, LLC in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. for 14 years. Plummer serves on the boards of Sparrow Data Solutions, a nonprofit focused on data solutions, and Trinity Academy of Raleigh, a local private school. Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, profit-sharing plans, charitable institutions, and foundations. The firm emphasizes customized portfolios with a mix of investment vehicles and conducts regular portfolio monitoring and reviews.

Matthew Snuggs is a CFP® professional affiliated with Pursuit Wealth Strategies, LLC in Raleigh, NC, with three years of industry experience. His prior roles include positions at Raymond James Financial and Equitable Advisors LLC. He serves as a committee member of the German Club Alumni Foundation, which supports the alumni activities of the G.E.R.M.A.N. Club of Virginia Tech. Pursuit Wealth Strategies offers investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, and charitable institutions. The firm delivers customized portfolios using a variety of investment vehicles and maintains regular monitoring with formal watchlist criteria.

Pamela Rigsby is a CFP® with 32 years of experience in the financial services industry. She has worked at Pursuit Wealth Strategies, LLC since 2010 and previously held positions at Raymond James Financial Services and Wells Fargo Clearing. Pursuit Wealth Strategies is a four-advisor firm that provides investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, and nonprofit organizations. The firm creates customized portfolios using a variety of investment vehicles and conducts regular performance monitoring to align with clients’ objectives and risk tolerance.

Adam Boor is a CFP® professional with eight years of experience in the financial services industry. He is currently with Pursuit Wealth Strategies, LLC and has held prior positions at Raymond James Financial Services and RBC Capital Markets. His background also includes earlier roles in banking and finance. Pursuit Wealth Strategies serves individuals, high net worth clients, small businesses, and nonprofit organizations by providing investment advisory, portfolio management, and financial planning services. The firm emphasizes customized portfolios and formal investment policy statements, with regular portfolio monitoring and a structured approach to managing underperforming assets.