Pursuit Wealth Strategies, LLC

Kelsey Plummer is a financial advisor at Pursuit Wealth Strategies, LLC with 14 years of industry experience. She has been with Pursuit Wealth Strategies since 2014 and previously worked at Raymond James Financial Services from 2011 to 2025. Plummer serves on the boards of Sparrow Data Solutions, a startup nonprofit focused on data solutions, and Trinity Academy of Raleigh, a local private school. Pursuit Wealth Strategies serves individuals, high net worth clients, small businesses, charitable institutions, and foundations by providing investment advisory, portfolio management, and financial planning services. The firm develops customized portfolios using a variety of investment vehicles and conducts regular monitoring to manage risk and performance.

Matthew Snuggs is a CFP® with two years of industry experience, currently serving as a financial advisor at Pursuit Wealth Strategies, LLC. His prior experience includes roles at Raymond James Financial and Equitable Advisors. He is a committee member of the German Club Alumni Foundation, an alumni board associated with his college fraternity at Virginia Tech. Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning services to individuals, small businesses, charitable institutions, and foundations. The firm customizes portfolios using a range of investment vehicles and emphasizes goal-setting and ongoing monitoring through regular reviews and formal watchlist criteria.

Pamela Rigsby is a CFP® professional with 32 years of experience in the financial services industry. She has been with Pursuit Wealth Strategies, LLC since 2010 and previously worked with Raymond James Financial Services Advisors, Inc. from 2009 to 2025. Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning services to individuals, high net worth individuals, small businesses, profit-sharing plans, charitable institutions, and foundations. The firm emphasizes customized portfolios and regular monitoring, employing a mix of money managers, mutual funds, ETFs, fixed income, and private managers tailored to each client’s objectives and risk tolerance.

Adam Boor is a CFP® with seven years of industry experience and is currently an advisor at Pursuit Wealth Strategies, LLC in Raleigh, NC. He previously worked at Raymond James Financial and RBC Capital Markets. 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 creates customized portfolios using a variety of investment vehicles and employs a formal monitoring process, including quarterly reviews and watchlist criteria.