Broker Check

Who We Are

Meet the Money Counts Team

Debbie Peterson
President / Financial Advisor

Favorite Things / Fun Facts:

Vacation Spots: Cancun, NC Mountains, St. Lawrence River in Upstate NY
TV Shows: Shark Tank, Black List, and all kinds of detective shows
Sports: Fishing and boating, watching Pro Football (Panthers and Buffalo Bills) and College Basketball (Syracuse Orangemen)
Hobbies: All types of puzzles, travel with friends and family, reading, learning, collecting artwork
Pets: Two Maltese – Princess and Rambo

Click to Read Debbie's Full Bio

Nicole Milone
Financial Advisor

Favorite Things / Fun Facts:

Sports Team: Nebraska Cornhuskers
Animal: Frog
City to Visit: Denver
Book: The Giving Tree
School Subject: Statistics

Click to Read Nicole's Full Bio


Marsha Taylor Pepper
Office Manager

Favorite Things / Fun Facts:

Bucket List: Travel to Ireland and visit the Western US National Parks
Pets: Sadie the dog and Penny the cat – both rescues!
Hobbies: Gardening, Swimming, Crocheting, Art/Museum/Photographic Exhibitions
Vacation Spot: Beach - Oak Island, NC
Charitable Causes: The Humane Society of Charlotte and The Light Factory Photographic Arts Center

Click to Read Marsha's Full Bio

Jennifer Meldrim
Client Relationship Manager

Favorite Things / Fun Facts:

Vacation Spot: Zion National Park
Sport: Baseball
City to Visit: San Francisco
Hobby: Spin Class
Foods: Brussel Sprouts, Sushi

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Jamie McGarity
Client Relationship Manager

Favorite Things / Fun Facts:

Vacation Spot: Our annual family trip to Disney and the beach in Naples, FL
TV Shows: Fixer Upper, Shark Tank, The Profit
Hobbies: Working out, Photography, Home Decorating, Visiting new coffee shops, Cooking/Baking
Holiday: Christmas
Foods: Mexican & Coffee

Click to Read Jamie's Full Bio