We believe investment strategy must be based on an individual’s unique goals and that one’s desire for achieving reasonable income or growth must also recognize a person’s risk tolerance, financial circumstances, and time horizon.
As a firm, our focus is to understand your goals and develop a plan to reach them. We listen to you and develop a concrete course of action. Together, we work with you to implement those recommendations and monitor the progress.
Learn more about our amazing team of professionals.
Gerald A. Townsend
CPA/PFS/ABV, CFP®, CFA®, CMT
Gerald A. Townsend
Gerald A. Townsend is President of Townsend Asset Management Corp., a registered investment advisory firm.
Gerald holds an undergraduate degree from East Carolina University and a graduate degree from North Carolina State University. He is a member of the Financial Planning Association, the American Institute of CPAs, the Market Technicians Association and the CFA Institute. Prior to founding TAM in 1982, he worked for a large CPA firm and an investment advisory firm.
As a frequent speaker and writer, Gerald has been quoted in USA Today, Changing Times, Business North Carolina and other publications, and has been recognized by Money magazine as one of the nation`s top financial advisors. He writes timely articles for the Townsend newsletter as well as website, and is invited to appear regularly on local television stations to offer market commentary.
Click here to read some of Gerald's recent publications.
Senior Financial Advisor
Caleb Griffith is a Senior Financial Advisor and Tax Planner with Townsend Asset Management Corp and has been with the firm since 2006.
As a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), he has the knowledge and expertise to help families and businesses identify their financial goals and develop an implementation process to accomplish those goals. His extensive background in tax preparation and planning gives him additional insight when providing comprehensive financial planning services to our clients.
He is passionate about the individuals he works with and committed to helping them understand the impact of financial decisions over time.
Caleb is a graduate of N.C. State University with a B.S. degree in Accounting. Prior to attending N.C. State University, he was a scholar athlete at Lenoir Community College in Kinston, NC.
Michael Solomon is a Tax and Financial Advisor with Townsend Asset Management Corp.
He is also the Chief Compliance Officer and Chief Technology Officer.
Michael graduated from Elon University with a B.S degree in Accounting and a minor in Business Administration. Prior to joining the firm, Michael participated in public accounting, venture capitalism, and business development for a number of companies. Through working in these environments, he has developed a keen interest in investment management, tax, and tax planning. His past experiences have also brought a continued interest in the development of new processes and the study of economics.
Michael brings with him an entrepreneurial background and a unique blend of analytical and problem-solving capabilities.
Katrina L. Townsend has served as the firm's Business Manager and Office Administrator since its inception.
Katrina holds a degree in Social Work from East Carolina University. She had previous experience as a Housing Counselor with the Housing Authority of the City of Raleigh.
Her commitment to service as well as her unique ability to care for others ensures that customer service is always first. She is valued by staff and clients for the personal attention that she gives to all matters.
Client Service and Communications Manager
Bonnie Mole is Client Service and Communications Manager at Townsend Asset Management Corp.
Having returned from living and working overseas, Bonnie is a North Carolina native and graduate from UNC-Chapel Hill. She also earned a Master of Arts in English Language at the National University of Singapore and taught English as a Second Language for a number of years in Singapore, Vietnam, South Korea and most recently at Wake Technical Community College here in Raleigh, NC. She has a strong commitment to customer service and is attentive to detail. Bonnie is also a creative writer and communicator, and has been instrumental in our transition to enhanced systems and processes at the firm.
Jim Kniffen is a Senior Investment Advisorat Townsend Asset Management Corp.
Jim brings to the firm over thirty years of experience serving the financial needs of individuals and families. He is a graduate of Washington University in St. Louis where he majored in Business with concentration in Finance and Economics. Jim is a CERTIFIED FINANCIAL PLANNERTM, Chartered Life Underwriter, Chartered Financial Consultant and is currently a candidate to become a Chartered Financial Analyst® as well as a Chartered Market Technician.
Prior to joining the firm, Jim was the Founder and Managing Member of Time, Life and Money, LLC, a North Carolina Registered Investment Advisor. As Jim's business purpose, core values, and vision aligned closely with Townsend's, he decided to merge Time, Life and Money into Townsend Asset Management Corp.
Jim works directly with clients to create plans for managing assets in line with their financial goals. His primary interest is investment research and analysis: designing and implementing investment strategies and portfolios, and continually monitoring investments and markets for information that might impact performance.
Arne Morris is a Wealth Advisor at Townsend Asset Management Corp.
Arne, a Certified Public Accountant and Personal Financial Specialist, has a stellar track record of 28 years in Public Accounting and Wealth Management, with the last 15 years as Director of Wealth Management Services at RSM (McGladrey) Wealth Management, LLC. Committed to public service, Arne serves on several local boards including Wake Technical Community College Foundation, Raleigh Housing Authority, and Garner Athletic Association.
Arne’s approach is to deliver holistic financial planning services to clients that integrate their investments, risk management needs, tax planning, cash flow planning and estate planning. He measures his success by his clients’ ability to live comfortable, fully and purposefully.
Townsend Asset Management Corp. provides the information on this website as a service to its clients and the public. While the information on this site deals with financial issues, it does not constitute financial advice. We encourage you to seek assistance from a CERTIFIED FINANCIAL PLANNERTM in order to assist you with any financial planning. If you have specific questions related to information available on this site, please contact us.