When we opened Tilia Fiduciary Partners in 2011, we wanted a group of outside advisors with experience in building and evaluating businesses. Experience in the disciplines of accounting, finance and marketing were preferred. We cast our net for individuals with these backgrounds, as well as personalities who complimented our team and who would give feedback and advice, positive or not, to help us build a successful enterprise.
Principal, Managing DirectorREAD BIO
Principal, Managing DirectorREAD BIO
Investment AdvisorREAD BIO
Investment AdvisorREAD BIO
Investment AdvisorREAD BIO
Senior VP of OperationsREAD BIO
Assistant Operations ManagerREAD BIO
Advisory Board MemberREAD BIO
Advisory Board MemberREAD BIO
Emeritus Advisory Board MemberREAD BIO
John co-founded Tilia Fiduciary Partners, Inc. in 2011 upon leaving Wells Fargo Advisors. With over 10 additional years of global marketing and business development experience with Caterpillar Inc., John has built his career around providing real world tools for fundamental business analysis. Since he began advising clients in 2000, John has approached investing with a belief in business, enterprise, and economic vitality – in short, optimism. This optimism stems from the knowledge that today's problems, like those from generations ago, are drivers of innovation. That innovation delivers higher global standards of living and profits for investors.
Employing his experience and skills, John is the past chairman of the Wilmington Housing Authority, volunteered for the Coast Guard Auxiliary, and held several leadership positions on his neighborhood's HOA. John has three thriving adult children and enjoys spending time at home, staying in shape and keeping abreast of economic and political developments.
Walker Abney is the co-founder of Tilia Fiduciary Partners. Walker's core duties include investment research and portfolio management, as well as advising clients on investment planning. Walker holds a M.S. in Finance & Investment Management from the University of North Carolina at Wilmington and a B.S.B.A. in Finance & Banking from Appalachian State University. He earned the Certified Financial Planner™ designation in 2009. Prior to Tilia, Walker guided clients as a Financial Advisor at Wells Fargo Advisors.
Walker is a believer in "brilliant simplicity" when it comes to investing. He advocates for empowering our clientele via ongoing education, keeping investment costs as low as possible, and direct investment ownership rather than outsourced "pooled investment vehicles." He strongly believes investments that are complex, opaque, and high-cost have no place in most investors’ portfolios.
A resident of Wilmington, NC since 2006, Walker and his wife, Allison, have three young boys that occupy most of their free time these days. The Abneys are heavily involved in several local non-profit organizations, and Walker is the former President of the Board of Trustees for the Historic Wilmington Foundation.
Julie joined Tilia Fiduciary Partners as an Investment Advisor in 2015. Julie is a graduate of Saint Martin’s University in Lacey, Washington, where she studied Business and Finance before becoming an accredited Asset Management Specialist. Born and raised in Enumclaw, Washington, Julie works with clients in Washington and North Carolina advising business owners, families and retirees. Julie is passionate about working as a Fiduciary advisor for her clients and truly enjoys educating her clients throughout the investment management process.
Some of her favorite hobbies include hiking, snowboarding, tennis, running, and fishing with her husband, Evan. Julie is involved in several service and charitable organizations.
Christine anchors Tilia Fiduciary Partners with more than 30+ years experience working with investment advisors and their clients. As Tilia’s Senior Vice President of Operations, she is able to channel her wealth of experience with IRAs, trusts and estate accounts and comprehensive understanding of the mechanics of sound money movement, transfer and delivery, into each and every client experience. Her goal is to make every interaction smooth, precise and predictable.
Christine moved from Brown Advisory in Washington, DC to coastal North Carolina in 2007, joining the team at Wachovia Securities. She is a founding member of Tilia, starting the firm with John and Walker in 2011.
Outside of work, Christine loves being at home with her husband and two border collies, Sadie & Reagan. For fun, she enjoys preparing great food and being outdoors.
Currently Lee is advising and assisting business owners, commercial real estate investors, and commercial real estate users with solving problems and making wise business decisions. His services are offered in affiliation with Coldwell Banker Commercial Sun Coast Partners and Weddle & Associates. His career spans over fifty years and has included First Lieutenant U. S. Army, partnership in a regional CPA firm, CFO for a pharmaceutical related services company, and commercial mortgage banker.
Lee is a graduate of Wake Forest University.; a licensed CPA and NC Real Estate Broker; a member of the North Carolina Association of CPAs; and the National Association of Realtors. His active civic service has included Chairman, Wilmington Housing Authority Bd. of Commissioners; Chairman, Housing and Economic Opportunities Bd. of Directors; President of the NC Azalea Festival at Wilmington; and YMCA treasurer.
With 20 years in marketing, advertising and web development, Brian started his career in Washington DC at the advertising agency Focused Image. Amongst the hustle and bustle of our Nation's Capital, he gained invaluable industry experience across the financial, healthcare, educational, government and technology sectors. In 2001, he packed his bags and headed south to co-found Graphic Moxie, Inc., a branding and web development agency in Wilmington NC. Over the past 13 years, Brian and his growing team of creatives have cultivated a diverse portfolio of work and built long-term client relationships. Motivated by the oxymoronic maxim, “if it can’t be done, we can do it,” he thrives under the pressure of an impending deadline and pulls off most any hat – design, code, art director, business mastermind – with style and proficiency.
Brian holds a BS Graphic Design from Florida Atlantic University. He is honored to be a Board member of TFP, and appreciates contributing, and gaining, knowledge and creativity the group has to offer.
William Fleming grew up in a small suburb just outside of Cleveland, Ohio. In 2010 his family relocated to Wilmington, as he began his final year of high school. Mr. Fleming joined Tilia Partners in the fall of 2013 and has become a valuable part of the team and assists wherever possible. Mr. Fleming actively participates in equity research, analysis, and prepares company financial reports. He passed his Series 65 exam in the spring of 2014 and is excited to begin participating in the long-term growth of our firm.
William is a junior at the University of North Carolina at Wilmington. He is majoring in mathematics and has a keen interest in its applications to finance. He plans to continue developing his skills, after graduation, to obtain a quantitatively based masters degree. He is also participating in computer science courses and is interested in the application of python programming to finance. Outside of work, William is an avid reader and an involved member of the UNC Wilmington Greek community. William has served on two Greek life executive boards and is completing his second term on the Interfraternity council. Mr. Fleming is also a proud member of America's leading leadership development fraternity, Alpha Tau Omega.
Chelsea, a recent graduate from Cape Fear Community College, joins Tilia Fiduciary Partners with an Associates Degree in Business & Finance and is currently acquiring a Bachelor's Degree in Finance through Penn State's World Campus. She is a member of Phi Theta Kappa and a supporter of the National Military Family Association.
In 2010, Chelsea moved from West Virginia to Wilmington, where she lives with her husband, Dan; Belle, her 2-year-old St. Bernard (who is currently working on her therapy license); and Johnny–Chelsea's special needs kitty. Chlesea strongly supports local businesses and is enthusiastic about building her career at Tilia Fiduciary Partners. She is devoted to contributing to the prosperity of the business and building a trusting relationship with each and every client.
Ryan is an investment advisor and Certified Financial Planner™ professional with Tilia Fiduciary Partners. He provides investment management and planning services to families, small businesses, and trusts. Ryan believes clients are best served with understandable investments and proactive guidance.
Previously, Ryan worked for a healthcare investment bank analyzing pharmaceutical and biotechnology companies before joining the Marines. As a Captain with a "Light Attack" helicopter squadron, he flew combat missions overseas. He holds both Bachelor and Master of Science degrees from Worcester Polytechnic Institute located in Massachusetts.
Ryan is active with a number of local civic and nonprofit organizations, and is a founding member of the Veteran Business Collective. He is also an alumnus of the Chamber of Commerce's "Leadership Wilmington" program. Ryan, his wife and their two children love living in the Port City and enjoy exploring everything it has to offer.
Leslie is a native of Brooklyn, NY. She and her family moved to the Wilmington area in 2010. In December of 2017, Leslie earned her BA in Applied Psychology from The Florida Institute of Technology. Her core courses were Principles of Management, Psychology of Leadership, Applied Psychology, Professional and Ethical Issues, and Psychology of the Workplace.
Encouraging her family's educational, spiritual and personal growth keeps Leslie extremely busy. When she does have spare time Leslie enjoys area beaches, riding horses, sculpting and cooking for her family.
With over 8 year's experience in health care and focus on client-centered services, Leslie is a natural and welcome addition to Tilia as Operations Analyst.
Caroline gets her energy and sense of purpose simply by helping others. Not only educated and accredited as a CPA, she’s gifted in her ability to understand her client needs and concerns so that she can best advise each of them according to their individual goals. Her passion for tax planning and enthusiasm for minimizing her clients' financial angst reward her daily.
Caroline is a "Carolina Girl" at heart — her fondest memories include trips to the breathtakingly beautiful Outer Banks. Today, she still loves going to the beach, attending ECU football games, boating, traveling, cooking and spending time with her husband, Mike, and their dog, Mason.
Caroline earned a master’s degree in accounting from East Carolina University in 2010. She started her career at Wesley M. Measamer, CPA, P.A. in Greenville, NC. In 2014, she moved to Wilmington and is currently a CPA, Tax Manager & Partner at Adam Shay, CPA, PLLC. She is thrilled to sit on the Tilia Fiduciary Partners Board and share her financial experience and passion with all of us.
Blake joined Tilia Fiduciary Partners as an Investment Advisor in 2020. He began his career with Fidelity Investments where he worked with executives and highly compensated employees of large U.S. companies to educate and manage their 401k, Pension, and Deferred Compensation Plans. Blake transitioned to Charles Schwab & Co. as a Relationship Specialist where his motivation and work ethic earned him a promotion to Associate Financial Consultant. His philosophy is that every individual, family, and business is unique, and he works to fully understand the needs and goals of each to provide objective advice.
Blake holds a Bachelor of Science in Economics from East Carolina University and is a Certified Financial Planner™ as well as Accredited Asset Management Specialist®. In his free time, he enjoys spending time with friends and family, fishing, and golfing.
Alexandria Sotomayor, known to family and friends as Alexis, joined Tilia Fiduciary Partners as an Assistant Operations Manager in March 2021. Prior to joining the team, she started her career in retail banking where she gained valuable experience and knowledge of the financial world.
Originally from Asheville, NC, Alexis moved to Wilmington to attend University of North Carolina Wilmington in 2016 and in May of 2018 she graduated with her degree in Mathematics. During her time at UNCW Alexis found that she enjoys all aspects of this beautiful city and is happy to call it home.