ABOUT trUSt

It’s Really About You!

Are we financial advisors you can trust? As you start planning for financial freedom, you want to be confident you’re working with the “right” people. We recommend the 3 building blocks of trust when looking for an advisor.

The 3 Building Blocks of trust:

  • Character- do we reflect your values?

  • Competency- have we successfully helped others like you?

  • Chemistry- do we listen to understand your goals?

We hope this website helps you answer these questions because the answers are really ‘About You’, helping you win with money.

About Us

Mitch Curlee

Recent graduate of University of North Carolina Wilmington, studying and pursing finance.

Additionally, as a D1 swimmer, I learned to develop a hardworking mindset, unique leadership skills, and how to handle tough situations.

John Pulleyn, CFP®

Advisor since 2007
Education/ Political Science
Family / Married with two daughters and a son.
Interests/ Golf & the beach.
Military Career/ US Army
Second Lieutenant–Tank Platoon Leader in OP Iraqi Freedom. Awarded Bronze Star Medal.