Profession: Financial Advisor

Marina Muehlke

  Marina is a Financial Advisor, and her goal is to provide excellence in every interaction with clients. She understands the emotional aspect of personal finances and works closely with each client to understand their specific needs to provide customized portfolio management and long-term financial planning unique to every client situation. After implementing a financial […]

Chris Bekel

Chris joined Wingate in October 2017. As a Financial Advisor, his responsibilities include portfolio management, financial planning and client service. Prior to joining Wingate, Chris served as a Financial Planning Associate for East Coast Asset Management. Before East Coast, Chris was a Paraplanner at Boston Hill Advisors, a boutique financial planning and investment advisory firm. […]

Teo Ferreira, CFP®

Teo is a Senior Financial Advisor, who works closely with each client to develop a customized wealth management plan to achieve their short and long-term financial goals. As a trusted advisor, Teo understands that each client is unique. His process involves understanding the client’s individual circumstances; establishing clear financial objectives; making recommendations; developing and implementing […]

Peter Frailey, CFP®

As a Senior Financial Advisor, Peter has provided financial planning advice and investment guidance for over 30 years. A former teacher, Peter applies his teaching skills to helping clients understand how planning and investment decisions affect their daily lives, as well as their future. He sees the process as a collaborative effort, and he prides himself on […]

Carol M. Khouri, CFP®, CDFA™, CeFT®

Linkedin Envelope Senior Financial Advisor, Principal Women’s Financial HelpPrincipal/Founder Carol is an accomplished financial advisor who specializes in wealth management and divorce consulting. Carol joined Wingate Wealth Advisors LLC in January of 2002 after spending 14 years at Prudential Securities. Her high standards of putting clients first had her pursue a career with a fee-only […]