Meaningful Connections

Family Fortune Financial is driven by the desire to create and enable connections between individuals for their mutual benefit.

Family financial management begins with a vision and is facilitated by communication.

This is the fiduciary role Family Fortune Financial chooses to embrace.

The Family Office

The family office concept dates back to the 6th century.

A “majordomo” would speak, make arrangements, structure investments, coordinate legal and accounting, and take charge of the financial affairs of the royal family. Other wealthy families soon followed this arrangement. The concept of a fiduciary, administratorship for financial management was established and prevails today.

At Family Fortune Financial, we coordinate all aspects of our clients financial affairs. We provide integration of knowledge, advice, service and implementation.

To do this effectively, we limit our capacity. If you wish to explore our services for your family, please contact us. We have a defined process to determine whether or not there is a mutual fit.

Our Family Office Team

Erik Flegal

Managing Partner

Erik Flegal

Managing Partner

Erik began his financial services career while still in college at the University of California – Los Angeles. After training advisors and updating the financial interface and planning systems, he managed the Rolling Hills and Glendale, CA branches of a Morgan Stanley predecessor firm. He moved to Charleston to work at Wells Fargo Advisors as a Financial Advisor.

His desire to provide his clients with the best solutions motivated him to create a fiduciary multi-family office for high net worth families.

Erik has a passion for education. A frequent speaker at local offices and events, Erik was a member of the faculty at UCLA Extension where he taught classes on the Art and Science of Investments and the Fundamentals of Investing for the Financial Certificate program. He also is active in the community, serving on the board of the Storm Eye Institute – an organization focused on supporting one of the preeminent optical teams in the Southeast.

Erik is the founder of Red Carpet Charleston. This is an invitation-only event series for new residents to quickly integrate into the fabric of Charleston – both professionally and personally. Focusing on high level executives and decision makers who are new to the area, the series is designed to provide meaningful introductions, connections and recommendations with established leaders in the community.

In addition to the BA in English he earned at UCLA, Erik also received an MBA from University of Southern California. He was a member of the UCLA Volleyball team and the Youth Olympic Volleyball team – winning a Gold Medal during international competition in Canada. He’s also an amateur magician and a member of the Academy of Magical Arts in Hollywood, CA. Erik resides in Mount Pleasant, SC with his wife Hollyann, two daughters, Savannah and Annabelle, and two sons, Joshua and Jonathan.

Hannah Mangan

Director of Client Services

Hannah Mangan

Director of Client Services

Hannah brings 15 years of experience working with patients and clients in the dental field. Among her various roles, she excelled in client communication and helping patients feel comfortable. Her creativity and precision also allowed people to get the care that they needed. The last two years she was the finance and insurance coordinator for a family dental practice which prepared her for the role at Family Fortune Financial.

As the Director of Client Accounts, Hannah oversees all of the group’s administrative and operational activities. She nurtures both new and existing client relationships by utilizing hard work and creativity to tackle special situations. Most importantly, she’s a genuinely kind person that enjoys helping people. In addition, Hannah assists the team in their financial education efforts by organizing and creating presentations for their clients and various organizations across the country.

Hannah was born and raised in a small town north of Charlotte, North Carolina. Her family spent a few years living in Orlando, Florida but now resides in Mount Pleasant, South Carolina with her husband Sean and their two kids Gavin and Riley. She is very involved in her church and a supporter of a variety of community outreach programs. During her free time she enjoys hosting friends in her home, going on outdoor adventures with her family and taking mini weekend vacations.

Clint Sorensen, CFA®, CMT®

Chief Market Strategist

Clint Sorensen, CFA®, CMT®

Chief Market Strategist

Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield and Chief Market Strategist of Family Fortune Financial. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.

Proficient in a variety of areas, Clint’s work is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models. The purpose of his strategies is to successfully mitigate risk while attempting to maximize value over the long term.

In addition to his work at WealthShield, Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Most recently, Clint was among the 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List, which selects nominees based on level of accomplishment, leadership, and industry contributions.

Currently, Clint serves as the President of the CFA Society North Carolina, as well as on the board of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician.

David Stefanick, CFA®

Director of Research

David Stefanick, CFA®

Director of Research

David works to help steer the strategic direction of the organization. With a focus on managing model portfolios and the company’s quantitative strategies, David is central to Family Fortune Financial’s short- and long-term objectives.

Prior to this role, David was an Investment Analyst for the North Carolina Department of State Treasurer. His work included asset allocation research, performance reporting, risk management, and supporting the due diligence and investment processes of the NC Employee Pension Plan.

David earned his MBA from the University of North Carolina at Charlotte and a dual BA from the University of North Carolina at Chapel Hill. He is an active member of the CFA Society of North Carolina.

Max Rockwell

Research Analyst

Max Rockwell

Research Analyst

Max focuses on developing client proposals and assisting the team with portfolio modeling.

Prior to joining Family Fortune Financial, Max was an Associate at Ayco, a subsidiary of Goldman Sachs. Here, he worked with Ayco advisors, supporting them on a broad range of responsibilities including portfolio construction, client servicing, trades and general operations. Max has also worked at Fidelity in their workplace investing division.

Max holds an MBA and B.S. from Southern Methodist University. While at SMU, Max was a member of the soccer team and helped manage the Nancy Chambers Underwood Graduate Endowment portfolio. A long-time soccer player, he’s still an avid fan, always cheering the Mustangs on from home.

Joe McQuaid

Regional Manager

Joe McQuaid

Regional Manager

Joe is focused on a range of operational and cost efficiencies for Family Fortune Financial. Armed with a fierce can-do attitude, Joe focuses on driving efficiencies and driving down costs in order to pass benefits on to clients. His responsibilities position Joe at the forefront of the organization’s growth and evolution.

Prior to joining the team, Joe was Managing Director at Pacer Financial, at ETF company in Philadelphia. He has also held leadership roles at alternative investing company Morgan Creek Capital, Guggenheim Investments and, for nearly a decade, MainStay Investments in New York City, where he ended his tenure as a Divisional Sales Manager. There, Joe built a team of 20 external wholesalers who, together, raised more than $1 billion in their first 18 months. For his work, Joe was awarded Wholesaler of the Year in 2003 and was the recipient of the Patrick Comer Leadership Award in 2008.

Joe is a graduate of New York University and holds his Series 7, 63 and 65 licenses. He is also an avid runner, triathlete and passionate supporter of the Special Olympics.

Our Affiliate Team

These are some of our most trusted advisors that we collaborate with on behalf of our clients.

Jonathan Gopman

Chair, Trust and Estates Practice

Jonathan Gopman

Chair, Trust and Estates Practice

Akerman LLP
Naples, FL

Jonathan Gopman is a partner in Akerman’s Naples office and also spends substantial time in the Fort Lauderdale office. Jonathan’s practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice Jonathan takes a four part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. Jonathan has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning and general tax planning.

Jonathan is an adjunct professor in taxation at Ave Maria Law School in Naples, Florida. Jonathan is a commentator on asset protection planning matters for Leimberg Information Services, Inc. (“LISI”), a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners (“STEP”). He is AV rated by Martindale Hubbell. Jonathan is a member of the Board of Trustees of the Lee Memorial Health System Foundation. Jonathan is also a member of the University of Miami Citizens Board having previously served on its executive committee and is a past chairman of the Naples Chapter of the Citizens Board. Jonathan serves on the professional advisory committee of The Humane Society of Naples and on the Collier Advisory Council for the Children’s Hospital of Southwest Florida. Jonathan is also on the Naples Advisory Board of the Cystic Fibrosis Foundation - Tampa Chapter.

Jonathan is the co-author of the revised version of the BNA Tax Management Portfolio on Estate Tax Payments and Liabilities. Jonathan has been interviewed for, and quoted in, numerous articles in well known publications such as the New York Times, Bloomberg Magazine, Forbes Magazine, Wealth Manager Magazine, and the Elite Traveler. Jonathan has been selected for inclusion in The Best Lawyers in America® from 2009-2017 in the specialty of trusts and estates, he has been selected as a Florida Super Lawyer annually since 2010, and he was included in the Florida Trend Legal Elite for 2010, 2011, and 2014. In the December 2005 and 2007 issues of Worth Magazine, Jonathan was recognized as one of the top one hundred estate planning attorneys in the country. Jonathan is considered one of the leading experts in the world on asset protection planning. Jonathan also serves on the professional advisory boards of TitleAuction LLC, a Florida limited liability company, Peninsula Lifestyle Capital, PLLC, a Florida limited liability company, and Insightion, LLC, a South Carolina limited liability company, all privately held companies in various lines of business.

Jonathan is the originator of the idea for the statutory tenancy by the entireties trust (commonly referred to as a “STET,” a termed he coined) that is set forth in § 3574(f) of Title 12 of Chapter 35 of the Delaware Statutes. This statute was enacted into law in Delaware in July of 2010 and became effective on August 1, 2010. Jonathan’s articles, commentaries and presentations have also served as the impetus for changes to the trust laws of several states. In 2011 and 2012, Jonathan assisted the government of Nevis in revising its trust laws (including the Nevis Rule Against Perpetuities) set forth in the Nevis International Exempt Trust Ordinance by rewriting almost the entire Ordinance. He was the only attorney in the United States selected by the government of Nevis to work and consult on this project.

Allison Hawkins

Third Party Retirement Admin

Allison Hawkins

Third Party Retirement Admin

Tanner & Associates
Atlanta, GA

We at R. Bruce Tanner and Associates believe in what we do. We want to educate and guide our Plan Sponsors and support our Advisors in their commitments to the Plan’s Success. This is why we make these mantras to you:

  • Responsibility

    We are serious about retirement plan administration and stand by our work for accuracy and with compassion.

  • Experience and Staying Power

    We have been a TPA in Atlanta for over 30 years. You can rest assured we will be here in the coming years to help you design, implement and maintain your retirement plans using the latest technology, best practices and cutting edge plan design. We also have some of the longest client relationships in the business.

  • Dedication

    We commit to do our best to answer all questions, and guide you through the day to day processes and to ease the burden of the important paperwork which must be documented.

Brian Gray

Partner, Tax and Accounting

Brian Gray

Partner, Tax and Accounting

Gursey Schneider
Los Angeles, CA

Sometimes you ponder the majesty of the universe by jumping on a snowboard and careening down a mountain.

And sometimes you present at the USC Tax Institute on Fiduciary Income Taxation.

That’s balance. And for Brian Gray, that’s life.

As a child, he watched his father get stuck in a middle management position he hated, so as an adult he promised himself he would never fall into the same trap. He figured that you are going to spend a huge amount of time on this planet working to live, so you might as well enjoy it, right? To do that you don’t have to be extraordinary in every aspect of your life (because let’s face it, who is?) but you do have to approach every opportunity with extraordinary tenacity.

Brian joined Gursey Schneider as a Director in the tax and accounting department in 2012 and became a partner in January 2014. Before that, he held positions as a Tax Director at a national accounting firm and as Director of Finance and Tax for a family office. He has extensive experience working with high-net-worth individuals and their estate planning attorneys to design and implement tax efficient estate plans. He also focuses on identifying the income tax savings opportunities that exist when asset-holding companies, family limited partnerships, trusts, and foundations are used to achieve the client’s wealth transfer and philanthropic goals.

While he loves working with his team to solve complex tax issues, that does not mean he finds it easy to help his children with their common core math homework. He is at his natural best when he is working with his team of dynamic advisors who continually strive to improve and provide clients with creative solutions. His team maintains a culture of trust and support, much like his family, and they aim for the sophistication of a large international tax firm but with the hospitality and service of a smaller boutique.

It was at the University of California, Santa Barbara where he received his Bachelor of Arts degree in Business Economics with a minor in Accounting, that he realized his analytical mindset combined with his problem solving skills would be ideal for a career in tax. He is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants, but still craves the freedom of falling into a great book or documentary.

He knew this career would be a great fit for him professionally, but he also learned the value of switching off his mind and stepping away from his desk once in a while to better serve his clients.

It really is all about balance.

Chris Nowell, CPA

Principal

Chris Nowell, CPA

Principal

Jarrard, Nowell, and Russell CPAs, LLC
Charleston, SC

Drawing on significant experience in the corporate financial management and public accounting arena, Chris Nowell specializes in providing financial advisory and business evaluation services to companies in ownership transition and subsequent business exchanges. He also has negotiated, valued, and performed due diligence on numerous acquisitions in a variety of industries.

Prior to forming Jarrard, Nowell & Russell, LLC, Nowell worked with both domestic and international companies managing a wide range of activities including mergers and acquisitions, corporate tax compliance and planning, cash flow management, debt covenant negotiation, corporate risk management, employee benefit management and business development. Nowell’s experience with businesses in transition focuses on assistance with financing and the assessment of traditional or alternative financing methods.

Nowell served as treasurer for Cameron & Barkley Company and later worked for Hagemeyer North American, Inc., in the capacity of vice president of North American Treasury. Nowell also is experienced in public accounting through firms in both Charleston and Clemson, South Carolina. He has been a featured speaker at events sponsored by EuroFinance, the Association for Financial Professionals (AFP), and the Charleston Trident Association of Realtors.

Nowell earned a bachelor of science degree in accounting from Clemson University and is a certified public accountant. He is a member of the American Institute of Certified Public Accountants (AICPA) and the South Carolina Association of Certified Public Accountants (SCACPA). He also is an active member of his community, having served as treasurer for The Charleston Stage Company and currently a member of the board of directors for the ASCEND Foundation.

Cathey Petkash

Business Owner Consultant

Cathey Petkash

Business Owner Consultant

Frannet
Charleston, SC

After 18 years in the corporate world working for Hewlett-Packard, Cathey Petkash decided to join FranNet. At HP, her career as a professional consultant involved designing IT solutions while building strategic relationships with customers to meet their business objectives.

Currently, Cathey works with corporate professionals and helps them achieve their dreams of becoming a business owner. Because she comes from the corporate world, she is familiar with the challenges and concerns that people experience as they move “beyond the corporate walls.” Cathey enjoys meeting with ambitious entrepreneurs to help them develop a business model. She assists with identifying their personal, financial, and business goals for ownership. Her expert guidance and advice leads them to achieve their entrepreneurial dreams.

In addition, Cathey is a seasoned business owner. She followed her dreams by purchasing a floral business, which quickly became successful. She executed the business decisions while a Floral Designer ran the day to day operations of the shop. After 4 years, she sold the business for a sizable profit.

In her free time, Cathey enjoys relaxing at the beach, gardening, and reading. She has been highly involved in Rotary, working on projects such as obtaining District Simplified Grants (DSG) for local schools and sponsoring The International Group Study Exchange Program (GSE).