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.

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 & Wapner Inc., building the firm initially from client referrals.

Paul Wapner, CPA – Vice President

Paul has over fifteen years of income tax preparation and planning experience for individuals and family-owned businesses. Paul is a licensed CPA in the state of North Carolina and member of the American Institute of CPAs. He is also a member of the North Carolina Association of CPAs and completed his graduate and undergraduate studies in accounting at NC State University.