Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Brenan Volpe
After a successful career in sales management, Brenan fulfilled his lifelong goal of becoming a financial advisor in 2015. After 7 great years with his previous company, he decided to open his own independent financial services firm in 2022, to better serve his clients and community. Citadel Financial Planning is based in Fuquay-Varina NC where he and his family live.
Education and Certifications
Brenan earned his degree in Business Management, with an emphasis in Finance and Banking, from Utah Valley University. In 2018, he earned his CERTIFIED FINANCIAL PLANNER™ designation. He currently holds Series 7 and 66 licenses, life insurance, and annuity licenses
Family and Background
He has 2 children, Tali, age 10, and Kasen, age 6 with his wife Shannon of 12 years. They live in Fuquay Varina and love the community there. Brenan loves outdoor sports such as boating, skiing, rock climbing, and hiking, in addition to reading fantasy/sci-fi books, and traveling with his family. He and his wife also help manage rental properties/short-term rentals that they own with extended family.
Professional Focus
Brenan has always had a passion for finance and has been investing since the age of 15. He knows how complex and overwhelming people’s finances can feel. He is passionate about helping to lower financial stress and anxiety for his clients through organization and long-term financial planning. As a fiduciary advisor, Brenan works with his clients to develop customized investment and financial plans that fits their goals, risk tolerance, and personalities.
Carson Matthews
After a successful career in government contracting working as a Cost/Budget Analyst on multi-million-dollar contracts, Carson transitioned to a career in financial planning where he could have a more direct impact on improving the lives of others.
Carson decided to join Citadel Financial Planning, an independent financial services firm based in Fuquay-Varina NC., where he would have the opportunity to help build a client-focused, technology-driven advisory firm.
Education and Certifications
Carson received his bachelor’s degree from NC State University and went on to obtain his MBA from Meredith College in Raleigh, NC. In 2020, he completed the North Carolina State University Online CFP Certification Education Program – a CFP Board-registered educational program. He currently holds Series 7 and 66 licenses, life insurance, and annuity licenses
Family and Background
Carson lives in Raleigh, NC and has spent most his life in Wake County, NC. He is married to his wife Jodi of 7 years, and they have one newborn daughter, Collins. Carson and Jodi love to spend time in the mountains during their frequent trips to Asheville, NC during the fall and winter. During the spring and summer, they enjoy spending weekends with family at Hyco Lake near Roxboro, NC.
Professional Focus
Carson has always had a passion for finance and loves working with people as they navigate their financial journeys. He knows how complex and overwhelming people’s finances can feel. He is passionate about educating clients and helping them uncover their financial strengths and understand their financial blind spots so that they feel confident and empowered as they work to accomplish their goals. At Citadel Financial Planning, Carson is an integral part of helping develop customized investment and financial plans that fit the client’s goals, risk tolerance, personalities, and values.
Kalene Gillespie
Kalene grew up in the pacific Northwest and earned her degree in Editing and Publishing at BYU in Utah.
She is specialized in copy and substantive editing, so she is very detail oriented and good about clear communication.
She will be helping with account setups, money transfers, scheduling appointments and will help make sure our client experience is superb.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.