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Accurate Advisory Group | Integrated Wealth Management
About Us
Our Team
Our Process
Estate Planning
Tax Planning
Wealth Management
Alternative Investments
FAQs
Clients
Advisor Portal
Get in touch
About Us
Our Team
Our Process
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Estate Planning
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Eric Hutchby, CEPA®, CRPC®
Advisors Accurate Advisory Group 4/27/26 Advisors Accurate Advisory Group 4/27/26

Eric Hutchby, CEPA®, CRPC®

Managing Partner, Accurate Advisory Charlotte

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Naomi Hinds
Staff GG Gregg Guinta 4/22/26 Staff GG Gregg Guinta 4/22/26

Naomi Hinds

Finance & Operations Coordinator

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Beth Rooney
Staff GG Gregg Guinta 4/10/26 Staff GG Gregg Guinta 4/10/26

Beth Rooney

Director of PPLI

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Rebecca Adamson
Staff GG Gregg Guinta 1/13/26 Staff GG Gregg Guinta 1/13/26

Rebecca Adamson

AccuratePlus Service Associate

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Benjamin Hare
Advisors Accurate Advisory Group 10/29/25 Advisors Accurate Advisory Group 10/29/25

Benjamin Hare

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Elizabeth Szabo
Staff GG Gregg Guinta 10/13/25 Staff GG Gregg Guinta 10/13/25

Elizabeth Szabo

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Patti Parker, CFP®, CDFA®, CEP®
Advisors GG Gregg Guinta 9/19/25 Advisors GG Gregg Guinta 9/19/25

Patti Parker, CFP®, CDFA®, CEP®

Senior Wealth Advisor

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Dawn Steinert
Advisors GG Gregg Guinta 8/5/25 Advisors GG Gregg Guinta 8/5/25

Dawn Steinert

Senior Wealth Advisor

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Maxwell Azzarelli
Staff GG Gregg Guinta 7/11/25 Staff GG Gregg Guinta 7/11/25

Maxwell Azzarelli

Wealth Advisor

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Nicole Hunter
Staff GG Gregg Guinta 7/11/25 Staff GG Gregg Guinta 7/11/25

Nicole Hunter

Front Desk Coordinator

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Lou Piniella Jr.
Staff GG Gregg Guinta 7/10/25 Staff GG Gregg Guinta 7/10/25

Lou Piniella Jr.

Client Relationship Manager

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TJ Storment
Advisors GG Gregg Guinta 7/8/25 Advisors GG Gregg Guinta 7/8/25

TJ Storment

Managing Partner, Accurate Advisory Charlotte

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Amber Koenig
Staff GG Gregg Guinta 5/22/25 Staff GG Gregg Guinta 5/22/25

Amber Koenig

Operations Manager

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Charles A. Roe, CPA
Advisors Nathan L 5/22/25 Advisors Nathan L 5/22/25

Charles A. Roe, CPA

Senior Wealth Advisor

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Samantha Gyeszat
Staff GG Gregg Guinta 4/25/25 Staff GG Gregg Guinta 4/25/25

Samantha Gyeszat

Trader

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Keith Woomer
Staff GG Gregg Guinta 2/4/25 Staff GG Gregg Guinta 2/4/25

Keith Woomer

Attorney

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Scott Laihinen
Staff GG Gregg Guinta 12/18/24 Staff GG Gregg Guinta 12/18/24

Scott Laihinen

Financial Consultant

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Griffin Carrow
Staff GG Gregg Guinta 12/18/24 Staff GG Gregg Guinta 12/18/24

Griffin Carrow

Staff Accountant

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Ally Tetreault
Staff GG Gregg Guinta 10/15/24 Staff GG Gregg Guinta 10/15/24

Ally Tetreault

AccuratePlus Service Associate

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Carole Fetterman
Staff GG Gregg Guinta 10/15/24 Staff GG Gregg Guinta 10/15/24

Carole Fetterman

Client Services

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© 2026 Accurate Advisory Group Inc. All Rights Reserved.

Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. While tax and estate planning advice for Accurate clients is unbilled, preparation of or updates to tax returns and estate planning documents may carry associated fees.

* Testimonials are from Accurate Advisory Group and/or Accurate Wealth Management customers, and they were not compensated.

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