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    Our Support Staff

    Todd Mendler
    Investment Advisor Representative and
    Licensed Insurance Professional

    Todd@CompleteFinancialSolutions.org

    Todd is an Investment Advisor Representative and licensed insurance professional at Complete Financial Solutions.  He began his financial career in Pennsylvania as a Registered Representative with a national company working with teachers and educators on retirement planning.  When he moved to North Carolina, he opened his own insurance and financial services agency in Raleigh.  Todd is looking forward to the opportunity in using his 20 years of experience to make sure our clients are secure in retirement.

    Todd graduated with a business degree from Shippensburg University in 1995 and participated in football and tennis while in college.  Todd and his wife Michelle enjoy spending time with family and friends and watching their four children play basketball, baseball, tennis and soccer.  He also coaches his son’s basketball and baseball teams.

    VALERIE SPRINGLE-SEYMOUR
    Associate Financial Advisor
    Valerie@CompleteFinancialSolutions.org

    Valerie Springle Seymour joined Complete Financial Solutions in May 2012. This Angier native received her bachelor’s degree from East Carolina University in December of 1998. Valerie’s financial experience began in January of 2000 in New York City as a registered representative for Baron Capital, a mutual fund company. In 2006, she left Baron Capital to assist with the launch of a startup hedgefund, RiverPark Capital. 

    Valerie is a licensed Investment Advisor Representative in addition to Life, Health, Long Term Care, Annuities and Medicare in the state of North Carolina.  

    Valerie is an active member of the Fuquay-Varina Chamber, Senior Services Council and Professional Women's Leadership Association (PWLA). In her free time she and her husband Jim enjoy traveling, outdoor activities and spending time with their family and friends. 

    SANDY STEPHENSON
    Office Manager – Director of Finance        
    Sandy@CompleteFinancialSolutions.org 

    Sandy is the Office Manager (Director of Finance) of Complete Financial Solutions and has been with the company since its incorporation. She has served in many different capacities but her current role includes handling payroll, managing expenses, and bookkeeping.  She is responsible for tracking company goals and deadlines to assure efficiency and productivity within the office. Sandy is also responsible for organizing client appreciation events.  

    Sandy graduated magna cum laude from Campbell University with a Bachelor of Science in Accounting.  Prior to CFS, Sandy worked in accounting for many years including a major pharmaceutical company and a local CPA firm. 

    Sandy resides in Willow Spring with her husband.  She enjoys spending time with her grown children, family and friends.  In her spare time, Sandy loves to volunteer and travel.

    KRYSTLE PEARSON
    Director of Business Operations
    Krystle@CompleteFinancialSolutions.org

    Krystle is the Director of Business Operations at Complete Financial Solutions and facilitates numerous service requests on a daily basis.  She prepares applications for clients and makes sure all new accounts are being processed correctly and are completed in a timely matter.  Other duties include coordinating multiple schedules for the office and assisting the team with preparing for Retirement Elevated courses and other client events.  

    Krystle graduated from Bloomsburg University of Pennsylvania and joined Complete Financial Solutions in the fall of 2012.  Prior to joining the CFS family she worked in the banking industry for three years. Krystle resides in Fuquay Varina and enjoys watching the Baltimore Orioles, the Dallas Cowboys, and NC State athletics. In her spare time she travels, goes to the gym, and coaches her niece’s basketball and soccer teams.

    To schedule a time to discuss your retirement harvest, contact us at info@quest10wealth.com or call us at (919) 552-4286 or (888) 316-6232 today!

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    Investment advice is provided by Quest 10 Wealth Builders, Inc., a Registered Investment Adviser with the NC Secretary of State Securities Division. Insurance and annuity products are sold separately through Complete Financial Solutions, Inc. Securities transactions for Quest 10 Wealth Builders, Inc. are placed through Fidelity Investments and Trust Company of America.

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