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Our Community Involvement

Be the change that you wish to see in the world. ― Mahatma Gandhi

Glen Pier is the President for the Asheville Chapter of The American Financial Educational Alliance (AFEA). He teaches many of their classes at local libraries and colleges. As an IRS approved 501(c)(3) non-profit organization, AFEA’s mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide. AFEA specializes in providing high-level financial education to:
 
  • Businesses and their employees (Satisfying ERISA 404c Requirements)
  • Churches and their congregations
  • Colleges and their alumni
  • Other organizations and local communities via college and library held classes
Infinity Wealth Management has a deep commitment not only to our clients, but also to our surrounding community. When our employees and their families come together to create positive change, they’re unstoppable. We believe it is critical to be a force for change locally and nationally, both in our industry and our community. Below are a few of the organizations where the staff at Infinity Wealth Management has volunteered or supported with our time.

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The CFF certification a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Glen Pier is an Investment Advisor Representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

Catherine Reid is a registered representative of MerCap Securities, LLC. Services offered through MerCap Securities, LLC, Member FINRA/SIPC and wholly-owned subsidiary of MerCap Enterprises, Inc. Address: 73 Chestnut Road # 400, Paoli, PA 19301  Phone: (877) 784-8021 MerCap Securities, LLC is not affiliated with Infinity Wealth Management, Inc., nor Prosperity Capital Advisors.

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Leann Fitzgerald

Administrative Assistant

Leann joined the firm in 2020. She has over 10 years of hospitality and administrative experience and attended Appalachian State University.

In addition to being Theresa’s right hand woman, Leann is one of the first points of contact for new and existing clients. It is important to her to provide each person with a great experience, and she achieves this through genuine client interactions and assisting with behind-the-scenes happenings that help the firm grow and keep the office running smoothly.

Outside of work Leann loves to spend time with her husband John and their two dogs, Haze and Kaiya. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.