Who We Are
One of the cornerstones of Worksite Financial Solutions is the Retirement Results Team - a specialized group of retirement specialists dedicated to educating you on your retirement plan options. Focused on serving your diverse financial needs and concerns, we are available to help you at every stage of your career.
Meet the Team
Tabitha is the manager of the Retirement Results Team, where she provides guidance and support to retirement plan advisors participating in the Worksite Financial Solutions program. She has over seventeen years of experience in the financial services industry. Tabitha has comprehensive knowledge of client transitions, account management, transfers, cash management and retirement plans. Prior to joining Worksite Financial Solutions, she was an Operations Manager at First Allied supporting top producers with client services and operations. Originally from Baltimore, MD, Tabitha moved to Charlotte in 2010 to attend Queens University where she obtained her MBA. Currently residing in Charlotte she is an avid Carolina Panthers fan, foster mom for Catering to Cats & Dogs, and volunteer with Safe Alliance.
Daphne is an Account Lead on the Retirement Results team where she provides day-to-day support to advisors and their retirement plans regarding enrollment in the Worksite Financial Solutions program. Daphne has over 20 years of client support experience and has worked on LPL’s Dedicated 360 team utilizing elite advisor service models. Originally from Gainesville, FL, Daphne moved to Charlotte, NC area in 1986 with her family. She later attended the University of North Carolina at Charlotte and now resides in Rock Hill, SC with her husband, two children, two Siberian Huskies- ‘Sable’ and ‘Koda’ and one ‘foster-fail’ mix-‘Bolt’. Daphne enjoys helping out in dog rescue and cheering from the sidelines in her children’s sporting events.
Lee is an Analyst on the Retirement Results team, where she provides operational support to advisors and retirement plan participants regarding enrollment in the Worksite Financial Solutions Program. Lee joined LPL in 2010 and previously was a learning specialist and quality consultant for Wells Fargo Advisors (formally Wachovia Securities). She has over 25 years of experience in brokerage and retirement products, has received the Accredited Investment Fiduciary (AIF ®) designation and holds FINRA Series 7 and 63 registrations with LPL Financial. Lee has Bachelor degrees in Business Administration and History from Southern Wesley University and University of North Carolina at Charlotte. In addition, Lee is an ACC basketball fan and likes to spend time on the Carolina coast with her family and dogs.
Wes is a Financial Representative on the Retirement Results team where he provides guidance to retirement plan participants enrolled in the Worksite Financial Solutions program. Wes began his financial services career at Wells Fargo Advisors in Charlotte where he assisted participants in making well-informed decisions regarding the various options available in their retirement plan. Wes earned a bachelor’s degree in political science from The Catholic University of America in Washington D.C. Wes holds FINRA Series 6, 63 and 65 registrations with LPL Financial. Being a native of Charlotte, Wes is an avid Carolina Panthers and Charlotte Hornets fan.
Istelma is a Financial Representative on the Retirement Results team where she counsel’s retirement plan participants enrolled in the Worksite Financial Solutions program. Istelma began her career in financial services in her native Brazil with Banco do Nordeste and has extensive experience in helping banking and investment clients to achieve their financial goals. For the past 7 years, Istelma has guided Vanguard Funds clients through the difficult decisions of estate planning as a member of the Retirement Inheritance Services Group, and holds FINRA Series 7, 6 and 63 registrations. Istelma resides in South Carolina with her husband and teenage daughter, is active in the international community in the Charlotte Metro area, and is trilingual in English, Portuguese and Spanish.
Adam is a financial representative on the Retirement Results team, where he provides guidance and assistance to retirement plan participants enrolled in the Worksite Financial Solutions program. Adam began his career as a licensed investment professional at Vanguard in their Personal Investor group and later became a high net worth inheritance consultant giving financial guidance and education to families after the loss of a loved one. His tenure included developing and maintaining client relationships while navigating them through difficult life transitions. Adam grew up in Rock Hill, SC and currently holds FINRA Series 7 and 63 registrations with LPL Financial. He enjoys learning about American History, practicing Jiu-Jitsu, and creating short films.
Antonio Burkett is a financial representative on the Retirement Results team, where he provides guidance and assistance to retirement plan participants enrolled in the Worksite Financial Solutions program. Antonio began his career as a licensed Investment Professional at Vanguard in their Retail Investor group and later became a Client Relationship manager servicing their high net worth clients. He has 7 years of experience in the financial services industry and an in-depth knowledge of global markets, financial planning, and experience with many investment instruments and investment strategies. Antonio is a Columbia, SC native and currently holds FINRA Series 7 and 63 registrations and a CFP® designation. He enjoys listening to live music, being outdoors, and spending time with his family and friends.
What We Do
We're here to provide you with financial education around various retirement plan options and to address your diverse financial needs, while also exploring how you can make the most of your retirement plan.
From the minute you join your company, we will provide you with guidance tailored to your personal financial situation as your career evolves. We can also help during a career transition by helping you understand the options available for your 401(k) balance(s) so that you don't miss a thing.
Our mission is to help you prepare for retirement and create confidence in your financial life.
The information provided by the Retirement Results Team is not intended to be the primary basis for your investment decisions.
How We Do What We Do
Our program focuses on financial education and services tailored to your unique needs. We are here for you - available via phone and email.