MAINSAIL WEALTH ADVISORS - Key Persons
Job Titles:
- Methodist Church - Endowment Committee Member, past PPRC Chair, Finance Committee Member, Administrative Board Member
Job Titles:
- Member of the Client Service Team
- Bookkeeping Services - Owner
- Client Service Associate
Gilda Burket is a Client Service Associate with Mainsail Wealth Advisors whose goal is to help clients meet their retirement and investment needs. She has 17 years of experience in the financial sector of the cruising industry and has held the positions of Crew Payroll Manager and Shipboard Financial Controller amongst other positions. Gilda also has extensive customer service and administrative experience. Born and raised in Tarlac, Philippines, after college Gilda decided to travel and work abroad to gain knowledge in the hospitality industry. Her love for travel led her to the sea where she ultimately met her husband, James on a cruise ship in 2003. Gilda believes that there are endless possibilities when you travel around the world - meeting unforgettable people, seeing amazing places, learning about diverse cultures and traditions, and living amongst seventy different nationalities onboard.
In early 2013, Gilda transitioned from sea to land with a move to Richmond, her husband James' hometown. It was there that she gained 8 years of experience in the Financial Services Industry in both brokerage and banking with Wells Fargo & Company before moving to Mainsail Wealth Advisors in 2022. Gilda brings with her a wealth of knowledge, diligence, and excellent customer service.
Gilda and her husband, James, have a daughter, Eva Jameson and a Labrador and hound mix named Bandit. Along with spending time with her family, she enjoys gardening, volunteering at Eva's school and ensuring Eva has every opportunity for sports and events. Gilda is also an entrepreneur who owns a bookkeeping business and has written a children's book, Wasteful Sam.
Job Titles:
- Financial Advisor
- Managing Partner
Job Titles:
- Member of the Client Service Team
- Associate With over Fifteen Years of Financial Service
- Client Service Associate
- Founding Associate
- Senior Client Service Associate
Linde Reed is a Client Services Associate with over fifteen years of Financial Service experience including both banking and brokerage.
Throughout her career, Mrs. Reed's primary focus has been providing exceptional service to both new and existing clients. Linde's primary responsibilities include setting up client review meetings, establishing new client accounts, handling all client deposits and distributions, online access assistance, and ensuring all client service items are handled in a prompt and professional manner.
Mrs. Reed is a founding associate of Mainsail Wealth Advisors. Prior to Mainsail she joined AG Edwards in 2007 and became a member of the Haley-Mansfield-Koptish-Glaze Wealth Management Group in 2011.
Linde and her husband, JW, moved to Gloucester in late 1999. They have two daughters, Heather and Amanda, who live locally with their husbands. Linde and her husband enjoy the time they spend spoiling their grandson Ayden. She is very active serving and teaching in her church and enjoys the small study groups she participates in. Linde and her husband are avid motorcycle riders and Harley Davidson enthusiasts.
Job Titles:
- Member of the Client Service Team
- Client Service Associate
Lynne Freeman is a Client Service Associate with Mainsail Wealth Advisors whose goal is to provide the very best service to our clients and the entire Mainsail team. Lynne has over 30 years experience in Office Management, Bookkeeping, and Customer Service in a variety of industries. Prior to joining Mainsail Wealth Advisors, Lynne worked as Full Charge Bookkeeper for Watson Mowry, PC in Williamsburg. In prior years she brought her skills to companies outside Washington DC, Baltimore and Annapolis, MD, and also for many years in northern Maine. She brings with her a wealth of knowledge, attention to detail, great organizational skills, and excellent customer service. Lynne holds a Master's Degree in Christian Leadership and is a licensed and ordained minister.
Lynne and her husband, Rev. Mike Freeman, returned to their childhood home of Gloucester in 2017 after raising their family in Maryland and Maine. Along with enjoying time with family who all live locally now, Lynne is also active in ministry with her husband.
Education
Destiny College International, Master's in Christian Leadership
Job Titles:
- Financial Advisor
- Financial Advisor, RJFS
Nick Shedd joined Mainsail Wealth Advisors in 2014. Before starting his career in finance, he studied Business Management and Economics at Guilford College where he also played collegiate golf and was an Academic All-American. In 2014 Nick spent 4 months interning with Mainsail where he assisted the team in financial planning and portfolio management research. After graduating from Guilford, Nick officially joined the Mainsail team as a Financial Advisor in June of 2015.
Nick works with individuals and families that are nearing retirement or currently retired. He is dedicated to providing clients with a comprehensive financial plan to help align their investments with their financial goals.
In 2021, Nick completed the rigorous coursework required to attain the Chartered Financial Analyst (CFA®) designation. The CFA® Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. The Chartered Financial Analyst designation, or CFA charter, is widely considered the investment profession's most rigorous credentialing program. Less than one in five candidates who begin the comprehensive program successfully becomes a CFA Charterholder.
As a Chartered Financial Analyst, Nick serves as a full-time member of the Mainsail Investment Committee (MIC) and leads research and analysis.
Nick enjoys playing golf and has a passion for woodworking and carpentry. He and his wife, Caroline, live in Richmond with their son Hayden.
Job Titles:
- Associate With
- Client Service Associate
Peyton Bodziak is a dedicated Client Service Associate with Mainsail Wealth Advisors, where she is committed to assisting clients in achieving their retirement and investment goals. Peyton began her journey with the practice as an intern in the summer of 2022 and continued her internship throughout the subsequent academic year. She recently graduated from Virginia Tech in May 2023 with Bachelor of Science degrees in Financial Planning & Wealth Management and Marketing Management. Peyton's passion for helping individuals achieve their goals in the financial planning industry was reinforced during her junior year at Virginia Tech when she served as a scribe for a financial planning firm, actively taking notes during client meetings.
Originally from Annapolis, MD, Peyton relocated to Mechanicsville following her graduation. In her leisure time, she enjoys spending quality moments with her loved ones and engaging in her lifelong passion for equestrian activities. Peyton loves to travel and embraces every opportunity to immerse herself in new experiences and landscapes. She is excited about the prospect of starting her own vegetable garden soon, as she looks forward to harvesting her own fresh, organic produce.
Job Titles:
- Client Relationship Manager
- Director of Operations
- Member of the Client Service Team
- Client Relationship Manager With
Randi Zahm is a Client Relationship Manager with Mainsail Wealth Advisors whose goal is to help clients meet their retirement and investment needs. Randi has over 8 years of Financial Services Industry experience including both brokerage and banking. Prior to joining Mainsail Wealth Advisors, Randi worked as an Underwriter with SunTrust Mortgage and Chesapeake Bank, and a Client Service Associate with Morgan Stanley Wealth Management. After nearly a decade in the Industry, Randi brings with her a wealth of knowledge, strong financial analysis skills and excellent customer service. Randi holds a Bachelor's Degree in Business Administration from Old Dominion University.
Randi and her husband, Mike, reside in Gloucester with their daughter Harper Jean. Along with spending time with her family, Randi is an active equestrian and entrepreneur who owns her own craft business, When Pigs Fly.
Education
Old Dominion University, BSBA
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Job Titles:
- Member of the Client Service Team
- Associate With over Eleven Years of Financial Service
- Client Service Associate
- Senior Client Service Associate
Sarah Haley is a Senior Client Services Associate with over eleven years of Financial Service experience.
Throughout her career, Mrs. Haley's primary focus has been providing exceptional service to both new and existing clients. Sarah's primary responsibilities include compliance, marketing, client events and setting up client review meetings.
Mrs. Haley is a founding associate of Mainsail Wealth Advisors. Prior to Mainsail she joined AG Edwards in 2003 and has been a member of the Haley-Mansfield-Koptish-Glaze Wealth Management Group since its inception.
Sarah and her husband, Scott, moved to Gloucester in late 1996. They have two Children, Jessica and Sam. Sarah and Scott stay very active outside of the office keeping up with their kids sports practices and event schedule
Education
Elon College
Job Titles:
- Financial Advisor
- Managing Partner
Mr. Haley is a CERTIFIED FINANCIAL PLANNER ™ professional with more than thirteen years' experience as a Financial Advisor. Scott is a founding member of Mainsail Wealth Advisors.
Mr. Haley is dedicated to helping his clients meet their financial needs. Scott primarily works with retirees and those who are nearing retirement. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mr. Haley helps his clients analyze their total financial situation and implement strategies to achieve their life goals.
Mr. Haley joined A.G. Edwards in 2000 and in 2003 was promoted to Branch Manager. In this role, he worked to lead the branch to being one of the top branches of its size in 2009.
Scott enjoys playing golf, running, singing, and boating. His wife Sarah and he live in Gloucester with their two children Jessica and Sam. Scott is passionate about his community and family and is very active with both.
Mr. Glaze specializes in wealth management. He enjoys working with affluent clients and their families, providing comprehensive financial advice and sound investment planning, delivered with the highest level of personal service and integrity. He is a trusted partner to his clients, helping each achieve their long term goals.
Scott is a founding member of Mainsail Wealth Advisors. Before starting Mainsail, Mr. Glaze began as a Financial Advisor with Wells Fargo Advisors in 2008 and later joined the Haley-Mansfield-Koptish-Glaze Wealth Management Group in 2011.
Scott lives in Gloucester with his wife Laura and their two boys, Patrick and Shelton. He and Laura lived in Northern Virginia and Boston, MA before deciding to have a family and raise them in Gloucester where they grew up together. Scott enjoys golfing, boating, fishing with his boys, and spending time together as a family.
Job Titles:
- PC - Full Charge Bookkeeper ( CPA Firm, VA )