Home | Townsend Asset Management Corp.

About Us

We design and implement strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise.

Our Process

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.

Our Philosophy

We believe investment strategy must be based on your unique goals. In the course of achieving reasonable income or growth, your risk tolerance, financial circumstances, and time horizon must also be taken into consideration.

Who We Are

An epic is a grand and heroic story often involving a long journey.
Transforming your life story into an epic is our mission.

Our Team

Learn more about our amazing team of professionals.

Gerald A. Townsend CPA/PFS/ABV, CFA®, CFP®, CMT

Chief Executive Officer

Gerald A. Townsend is President of Townsend Asset Management Corp., a registered investment advisory firm.

Gerald...

James Tarkenton CFA®, CFP®

President
Chief Investment Officer

James Tarkenton is the Chief Investment Officer for Townsend Asset Management Corp.

James has been evaluating...

Caleb Griffith CFP®

Chief Operations Officer

Caleb Griffith is the Chief Operations Officer with Townsend Asset Management Corp and has been with the firm since 2006...

Arne Morris CPA/PFS

Wealth Advisor

Arne Morris is a Wealth Advisor at Townsend Asset Management Corp.

Arne, a Certified Public Accountant and Personal...

Leon Abbas CFP®

Wealth Advisor

Leon Abbas is a Wealth Advisor with the firm and is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®).

He holds a BS...

Brad Hager

Senior Tax Advisor

Brad Hager is a Senior Tax Advisor with Townsend Asset Management Corp. Brad previously worked with H & R Block where...

Stephen Hart CPA

Tax Manager

Stephen is a Certified Public Accountant and holds a Master of Science in Accounting with emphasis on Taxation from...

Michele Stewart

Tax Accountant

Michele Stewart has joined Townsend Asset Management Corp. as a Tax Accountant. Michele is from Raleigh, NC and...

Tracey Ellis

Client Service and Communications Manager

Tracey Ellis is Client Service and Communications Manager at Townsend Asset Management Corp. A native of North Carolina...

Our Services

Wealth Management

Wealth Management is our most comprehensive service, through which we provide guidance and assistance to our clients and their families in personal financial matters.

Investment Management

Investment Management provides ongoing, active management of our client's investment portfolio.

Financial Planning

With the understanding that each client's situation is unique, Financial Planning provides in-depth analysis, guidance, and recommendations in areas such as: Family goals and life issues Investment analysis and asset allocation decisions Education cost funding Tax reduction strategies and cash flow...

Tax Planning & Preparation

Our staff of professionals is experienced in preparing tax returns for individuals, trusts, estates and businesses. In addition, we provide tax planning and tax reduction strategies in areas such as: Capital gains and losses Stock option exercise planning Alternative minimum tax Retirement income...

Create an Investment Plan to Meet Your Goals

Try our Free Retirement & Savings Planning Tool