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Your Financial Group

Our Advisors will assist you in the critical financial areas pertaining to your individual and business financial lives.

We only offer services that we are highly proficient in to help you to achieve your financial goals as we work together.

To gain more information about each of us click on our names to be connected to our LinkedIn Profiles.

E-Brochure (Our Advisors & Services)E-Brochure (About Us)

John is an Enrolled Agent with the Internal Revenue Service and is the founder of Rukosky & Associates Inc.

John T. Rukosky, EA – President

With over 30 years of personal and business financial planning, employee benefits marketing, and tax preparation experience, John is able to review a client’s particular tax or financial situation with a deep knowledge and uncommonly-found holistic approach. John is an Enrolled Agent with the Internal Revenue Service and is the founder of Rukosky & Associates Inc., building the firm initially from client referrals.

 

 

Paul Wapner, CPA/ABV – Vice President

Paul has over fifteen years of income tax preparation and planning experience for individuals and family-owned businesses. Paul is a licensed CPA in the state of North Carolina and holds the Accredited in Business Valuation designation issued by the American Institute of CPAs. He is also a member of the North Carolina Association of CPAs and completed his graduate and undergraduate studies in accounting at NC State University.

 

 

 

Don Murphy

Don Murphy, MBA – Tax & Insurance Planner

Don comes to Rukosky & Associates with a Masters of Business Administration from Pfeiffer University and broad experience in small, medium, and large businesses. His training includes project management, information technology, financial administration, and government contracting. As a result, Don provides valuable insight to our business clients. He is also a licensed insurance agent and tax preparer at RAFG.

 

 

 

Don has been a trusted mortgage lender in the North Carolina for over 12 years

Don Owens – Mortgage Services Specialist

Don has been a trusted mortgage lender in the North Carolina for over 12 years. It is important to him to offer clients the very best service and mortgage products available in the market. Over the span of his career he has consulted with thousands of home-buyers to make their American Dream come true throughout the State of North Carolina. He excels in his profession and views it as an honor to assist home buyers, realtors and builders throughout North Carolina. Don and his team at Hamilton Group Funding, Inc. are preferred lenders for various builders throughout the State of North Carolina. He has a common saying in his business dealings and that is, “Why close on time when you can close early”?

(Branch/Lender NMLS # 1106824)(MLO NMLS#98786)

Bill has practiced law for over 39 years.

Bill Alexander, JD – Estate Planning Attorney

Bill Alexander is a native of Kannapolis, North Carolina. He graduated from Davidson College (BA, 1973), & the Wake Forest University School of Law (JD, 1976). Bill has practiced law for over 39 years. He maintains an “Av-Preeminent” attorney rating by Martindale-Hubbell and a “10-Superb” Avvo attorney rating, the very highest ratings offered. He works closely with business and family clients on asset protection, wealth transfers, elder care planning, estate planning with wills and trusts, and the handling of trust administration and probate.

 

Michael CanoMichael Cano

Mike comes to Rukosky & Associates with over five years in accounting and tax services for small and large corporations in an array of industries. He is a member of the American Institute of Certified Public Accountants and holds a Master of Taxation from the University of Miami. Mike is adept in the preparation of individual, partnership, and corporate tax returns and has worked in the private sector as an accounting and tax analyst.

 

 


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