1502 West NC Highway 54,
LPL Financial Advisor / Principal
Gary has been a financial advisor since 2001. Before entering the financial planning and wealth management business, Gary spent 20 years in technology sales and sales management. In early 2007, Gary formed Elefante Financial Services, an independent wealth management and financial planning firm. Gary values being independent as that allows him to provide his clients investment advice, financial strategies, and other services based solely on their best interests.Gary holds a bachelor's degree in Economics from Rutgers University and an MBA in Finance from Fairleigh Dickinson University. Gary also is a CERTIFIED FINANCIAL PLANNER ™ professional.Gary and his wife, Janine, live in Chapel Hill, North Carolina and have three adult sons. Janine is a Registered Nurse, working at UNC Hospitals since 1994. Gary is a lifelong baseball fan and he enjoys spending time with his family, working out regularly and traveling.
Branch Operations Manager
Linda earned her undergraduate degree at Wake Forest University and her law degree at the University of Virginia School of Law. She practiced law for several years in Richmond, Virginia and then served for 8 years as the General Counsel for a $ 3 billion trust. Linda started working with Gary in 2007 and enjoys assisting Gary as he helps his clients with a wide variety of financial matters.
Linda and her husband, George, live in Chapel Hill, North Carolina and have two adult sons. George is a Certified Public Accountant with his own firm. Outside of work, Linda likes to take long walks, watch ACC basketball, and dream about becoming a decent golfer.
LPL Financial Advisor
Brian has worked in the financial services industry since June 2013 and has been with EFS since 2015. After working as a licensed Sales Assistant for over 2 years, Brian became a Financial Advisor in March 2017.
Brian holds a Bachelor of Science degree in Business Administration from North Carolina State University. Brian also is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and Series 63 securities licenses held through LPL. He is also licensed for insurance in North Carolina.
Brian’s responsibilities include leading our financial planning efforts and assisting Gary in all aspects of client engagement. In addition, Brian services clients directly with a focus on young professionals.
Brian and his wife, Lexy, live in Cary, North Carolina, along with their two dogs, and enjoy travelling abroad and throughout the US. Outside of work and travelling, Brian enjoys hiking, cooking, volunteering at the SPCA of Wake County, and watching sports.
Registered Sales Assistant
Christopher Muratore joined the EFS team in October 2022 as a Registered Sales Assistant, after spending the last 2 years in the financial services industry as a licensed sale assistant. Christopher holds Series 7, Series 66 and Series 63 licenses through LPL. Christopher has recently started on his Certified Financial Planner certification. A Virginia Beach, VA native, Christopher earned his Bachelor’s of Science degree in Accounting from Old Dominion University and currently resides in Raleigh, NC.
Christopher’s responsibilities include a variety of client service activities and in assisting Gary and Brian in financial plan preparation for our clients.
Outside of work Christopher enjoys hiking, traveling, and spending time with family and friends.
Erin Wierzbicki joined the team in October 2022 as the new Operations Manager for EFS. She has prior experience in budgeting and human resources within college athletics and is excited to provide excellent service to our staff and clients.
Originally from Durham, NC, she earned her undergraduate degree and MBA from Elon University. Erin and her husband, Jesse, have one son. They enjoy visiting family, exploring the NC beaches and mountains, and watching sports.