Huntersville, NC Brookway Dr Office

Edie Kijesky is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with Primerica and its affiliates since 2018, with prior roles at Sourcepoint/ISGN and Ocwen. Outside of her advisory work, she is involved as a VIP Ambassador with Plexus, a non-investment related activity. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers advisory services using model-based strategies managed by unaffiliated asset managers, supported by discretionary separately managed accounts and third-party trade execution and custody providers.

Michael Barbero is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with PFS Investments, Inc. since 2011 and has also been associated with Primerica Financial Services since 1992. In addition to his advisory role, he receives non-investment related compensation through referrals for home security and automation products as well as loan products from affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Brandon Mainz is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Pfs Investments Inc, automotive sales positions, and as a driver for Uber. He also has involvement in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by third parties and supports accounts through Pershing custody and BNY Mellon Advisors.

Amanda Rachau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her work history includes roles at Pfs Investments Inc. since 2010 and involvement with Pfs University from 2012 to 2018. She also engages in sales of investment-related products and receives compensation for referrals of home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan services.

Rebekah Schemahorn is a financial advisor at Primerica Advisors with 27 years of industry experience. She has held her current roles at Primerica Advisors and Primerica Financial Services since 1999. Outside of her advisory work, she owns and manages a mountain home used for short-term rentals. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Danny Rodriguez is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and has connections to Primerica Financial Services dating back to 2006. Rodriguez is the owner of AIKI Associates LLC, an investment-related business operating in Charlotte, NC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies created by unaffiliated asset managers.

Peter Campbell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Senior Solutions. He is also involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Cody Rachau is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Outside of his advisory role, he serves as Managing Member and President of Rachau Management Group, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options to individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on non-institutional clients.

Michael Ayotte is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at Primerica Financial Services, Lawing Matthews & Company, and several other companies. Outside of financial advising, he owns two small businesses, Eagle's Nest Custom Creations and Ayotte Accounting, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Summer Sprouse is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2017 and previously at Shapiro and Ingle. Outside of investment advising, she is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately $15.5 billion in assets under management. The firm delivers advisory services primarily through model-based strategies developed by third-party asset managers.