Joe Gordon, Managing Partner

Joe founded the SEC registered investment advisory firm in 2001 and has over 30 years of professional experience in the financial services industry. Previously, Joe was a majority owner of both an investment advisory firm and a 401(k) recordkeeping firm dating back to the early 1980’s. A graduate of the University of North Carolina, Joe focuses on business development and client relationship management and is a co-chair of the Investment Policy Committee

mike-headshot-size-change1Mike Hensley, Partner

A Garner native, Mike entered the investment industry as a trader at Capital Investment Brokerage. Eventually, Mike broke away to form his own firm, Guardian Capital Advisors. After a successful decade running Guardian, Mike decided to tuck his firm into Gordon Asset Management so he could spend more time working directly with clients and developing new business.

2a3a0446-edit_webRussell Smith, Partner

Russell helped form the ERISA division of Gordon Asset Management in 2001, after spending the previous 5 years with a predecessor firm focusing on business development and client relationship management. Having conducted thousands of participant enrollment and education meetings over the years, Russell is often referred to as ERISA CEO, for Chief Enrollment Officer. He has over 26 years of ERISA experience and Graduated from North Carolina State University.

2a3a9804-edit_webGreg Rhinehardt, Plan Consultant

Greg came to the firm in 2010 after 13 years of retirement plan wholesaling experience. As a primary relationship manager for the retirement plan team, Greg works closely with Plan Sponsors on retirement plan issues including plan design, fiduciary governance, and investment management.  Greg is also responsible for participant education & enrollment for a number of clients.  Greg graduated from Appalachian State University in North Carolina.

2a3a0118-edit_webJT Stilley, Internal

J.T. joined Gordon Asset Management, LLC as an intern in 2014, and was soon after hired as a full time member of the ERISA team. His primary responsibilities include participant education & enrollment, meeting preparation, and assisting with day-to-day client service. J.T. graduated from The University of North Carolina at Chapel Hill and currently holds his CPFA and AIF designations.

2a3a9883-edit_webAdria Yannaccone, ERISA Operations

Adria Yannaccone has 10 years of professional experience in the retirement plan and financial services industry. She joined Gordon Asset Management, LLC in 2011 offering ERISA operations support. Adria received her Bachelors of Science degree in Business Administration with a minor in Communications from Lebanon Valley College in Annville, PA and holds her ARPS designation.

DSC_0033-2Todd “Z” Zempel, ERISA Operations Manager

Todd Zempel, known as “Z”, has over 12 years of extensive industry experience. Prior to taking over retirement plan operations for the Gordon Asset Management, Z spent a decade as a TPA and record-keeper. Z holds the Accredited Investment Fiduciary Analyst (AIFA) designation Qualified 401(k) Administrator (QKA) designation, and is a Certified Plan Fiduciary Adviser (CPFA). Z was voted one of the nation’s top 50 retirement plan advisors under the age of 40 in 2015.