Our Team
With over 30 years in the financial industry, I’ve built my career by placing myself on the same side of the table as my clients. At Pursuit Wealth Strategies, we focus on finding solutions rather than meeting sales quotas or pushing transactions.
My journey began in Asheville, North Carolina, where I was the youngest and first female advisor in my office—a role that presented its own set of challenges. My passion lies in identifying the best strategies for my clients and making a meaningful difference in their lives. I firmly believe that “it’s not about how much you make, but how much you keep,” which requires a strategic approach…Read More
Founder | Wealth Advisor
Pamela S. Rigsby, CFP®, CPFA®
I started with Pursuit Wealth Strategies in 2011 and became a partner of the practice in 2014. After graduating magna cum laude from Furman University in Greenville, SC, I returned home to Raleigh and found my calling in financial planning, specifically with the team at Pursuit Wealth Strategies. Pam’s integrity and care for her clients drew me to the industry and this team.
I feel fortunate to have grown up in a family that valued hard work and modeled good financial habits. My path into financial planning stemmed from a desire to pass those habits on and help clients grow and maintain their…Read More
Partner | Wealth Advisor
Kelsey D. Plummer, CFP®, AAMS®
I was raised in the Appalachian Mountains of Maryland in a small, blue-collar town and attended the local University, Frostburg State. There I discovered a passion for finance and graduated in the top 10% of business students as a member of Beta Gamma Sigma, earning a Bachelor’s in Business Management.
Upon leaving University, I moved to Pittsburgh and began a career in banking. Through banking, I found my favorite part of my job was building relationships with clients and helping them solve their problems. This led me to financial planning, which perfectly…Read More
Partner | Wealth Advisor | CCO
Adam W. Boor, CFP®, MBA
With 35 years of dedicated experience in the financial industry, I am a experienced professional known for my deep industry knowledge and exceptional client service. Currently serving as a Senior Registered Client Services Associate, I bring a wealth of experience and proven track record of success in managing financial operations.
Throughout my career, I have demonstrated a unique ability to build and maintain strong client relationships, offer strategic insights, and ensure the smooth execution of financial transactions. My experience has equipped me with a comprehensive understanding of market dynamics and client needs, allowing me to deliver tailored solutions that consistently exceed…Read More
Senior Client Services Associate
Janet Kennedy
I strive to give my best to both our clients and our team every day. With over 10 years of experience in financial services, I approach my work with an empathic heart, bringing a great level of care to every task and interaction. After graduating with a Bachelor’s in Business Management in Finance and Accounting from Grand Valley State University, I began my career in Treasury Management with Bank of America Merrill Lynch. Following my passion to help families and individuals plan for and achieve their financial goals, I transitioned into a client service role on a Wealth Management team at Merrill Lynch. I spent the next several years providing administrative…Read More
Senior Client Services Associate
Kristin Hunton, CRPC®, MBA
Since graduating magna cum laude from Virginia Tech in the Spring of 2023 with a degree in Financial Planning & Wealth Management, I’ve been dedicated to building a career in the financial services industry. Virginia Tech, known for having the best football program in the country, provided me with a strong foundation, and even during my undergraduate studies, I was certain that financial services was the path I wanted to pursue.
Originally from Ashburn, Virginia, I made the decision to relocate to Raleigh to kickstart my career and experience a new environment. I am passionate about establishing long-term relationships with my clients, always striving to help them reach their financial.…Read More
Wealth Advisor
Matt Snuggs, CFP®
I am a dedicated professional with a degree from North Carolina Central University and a Paralegal Certificate from Meredith College. With a diverse background, I have excelled as Director of Operations at a local charter school for the past 2 years. Previously, I managed operations at a law office and contributed as a youth director for a local non-profit. Originally from High Point, NC, I now reside in Durham, NC, with my husband and two children. Outside of work and family, I enjoy reading, crocheting, going for walks, and spending quality time with family and friends, balancing my schedule around soccer and dance practices.…Read More
Office Manager
Maureen Gordon
Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.
The Certified Plan Fiduciary Advisor (CPFA®) are licensed by the National Association of Plan Advisors (NAPA). Plan advisers who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. Candidates must complete the CPFA course which covers (i) ERISA Fiduciary Roles and Responsibilities, (ii) ERISA Fiduciary Oversight, (iii) ERISA Plan Investment Management, and (iv) ERISA Plan Management; and pass the NAPA CPFA examination. The designation requires 40 hours of continuing education every two years with two credits comprised of ethics/professionalism topics.
The Accredited Asset Management Specialist® (AAMS®) is a professional designation awarded by the College for Financial Planning (CFP) to professionals who successfully complete a self-study program, pass an exam, and agree to comply with the Code of Ethics. The program provides advisors with a strong fundamental financial knowledge with a specific focus on asset management and investments.
The Chartered Retirement Planning Counselor (CRPC ®) is a professional designation program offered by Kaplan’s College for Financial Planning. The program is for financial advisors who are focused on retirement planning for individuals and who successfully complete a study program and pass a final exam within 120 days of starting the program. To maintain this designation, CRPC professionals must complete 16 hours of continuing education every two years.