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Your Financial Group

Our Advisors will assist you in the critical financial areas pertaining to your individual and business financial lives.

We only offer services that we are highly proficient in to help you to achieve your financial goals as we work together.

To gain more information about each of us click on our names to be connected to our LinkedIn Profiles.

E-Brochure (Our Advisors & Services)E-Brochure (About Us)

 

John is an Enrolled Agent with the Internal Revenue Service and is the founder of Rukosky & Associates Inc.

John T. Rukosky, EA – President

With over 30 years of personal and business financial planning, employee benefits marketing, and tax preparation experience, John is able to review a client’s particular tax or financial situation with a deep knowledge and uncommonly-found holistic approach. John is an Enrolled Agent with the Internal Revenue Service and is the founder of Rukosky & Associates Inc., building the firm initially from client referrals.

 

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J. Ryan Rukosky, RTRP, LIA – VP, Development

Ryan’s talent encompasses cross-training in several financial disciplines: public accounting, personal and business insurance, financial planning, business consulting, and individual and business tax preparation. Ryan is a Registered Tax Return Preparer with the IRS, a Licensed Insurance Agent, and is also the firm’s chief marketing advisor. Check out Enthead Podcast, for entrepreneurial advice to help you and your business, as Ryan is a co-host!

 

Denise has over 15 years of progressive human resource experience

Denise W. Leerkes, MA – HR Associate

Denise holds a Master of Arts degree in Industrial-Organizational Psychology from East Carolina University and has over 15 years of progressive human resource experience. Her career began in the staffing industry with a focus on recruiting, talent acquisition, and human resource administration. She then moved into the area of employee training and development before diving into full-service HR outsourcing and, ultimately, supervising 12 HR consultants nationwide. Throughout her career, Denise has worked closely with executive-level professionals as well as front-line employees in small to medium-sized businesses.  In her role as trusted advisor, she has navigated complex employee relations issues and facilitated alignment between her clients’ HR initiatives and their business.

 

Don has been a trusted mortgage lender in the North Carolina for over 12 years

Don Owens – Mortgage Services Specialist

Don has been a trusted mortgage lender in the North Carolina for over 12 years. It is important to him to offer clients the very best service and mortgage products available in the market. Over the span of his career he has consulted with thousands of home-buyers to make their American Dream come true throughout the State of North Carolina. He excels in his profession and views it as an honor to assist home buyers, realtors and builders throughout North Carolina. Don and his team at Hamilton Group Funding, Inc. are preferred lenders for various builders throughout the State of North Carolina. He has a common saying in his business dealings and that is, “Why close on time when you can close early”?

(Branch/Lender NMLS # 1106824)(MLO NMLS#98786)

Bill has practiced law for over 39 years.

Bill Alexander, JD – Estate Planning Attorney

Bill Alexander is a native of Kannapolis, North Carolina. He graduated from Davidson College (BA, 1973), & the Wake Forest University School of Law (JD, 1976). Bill has practiced law for over 39 years. He maintains an “Av-Preeminent” attorney rating by Martindale-Hubbell and a “10-Superb” Avvo attorney rating, the very highest ratings offered. He works closely with business and family clients on asset protection, wealth transfers, elder care planning, estate planning with wills and trusts, and the handling of trust administration and probate.

 

Peggy Jardine – Accounting AssociateQuickBooks Pro Advisor and professional Accounting and Bookkeeping professional.

Peggy Jardine has over 30 years of experience in Accounting and Bookkeeping and is a member of The American Institute of Professional Bookkeepers and The National Bookkeepers Association. As a QuickBooks Pro Advisor, Peggy, is well versed in a multitude of industries, including e-commerce, retail, manufacturing and property management. With an accurate, dependable, and seasoned accounting professional on your team, your company will be able to proactively plan for growth by utilizing financial reports showing where you’ve been, where you are now, and where your company is trending.

 

 


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