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JANET FOX, MBA, CLTC

Janet Fox

Janet Fox is President of ACH Investment Group, Inc. Janet incorporated ACH in October 1991. Today, the financial consultants at ACH Investment Group serve clients with more than $100 million in brokerage assets, and collectively have more than 75 years of experience in the Financial Services Industry. Janet is responsible for all Financial and Estate Planning programs, Securities, and Investment Departments of the company. An integral part of her business is assisting companies in the development of Employee Benefits Programs that enable an employer to maintain their employee workforce by offering robust retirement plans and comprehensive insurance benefits. Since 1985, and prior to her work at ACH Investment Group, Janet was a financial planner with both national and regional financial services companies. She is now affiliated with the nation's largest independent broker/dealer, LPL Financial (*). Janet is currently a member of the Certified in Long-Term Care (CLTC) Program as a long-term care specialist, and she is a member of the Financial Planning Association and the Financial Services Institute.

In 1977, Janet received dual Bachelor's Degrees in Economics and Political Science from Russell Sage College. In 1979, she received dual MBAs in Marketing and Management from Fordham University. While in college, Janet worked at the New York Legislature as a legislative assistant for an Assemblyman from Westchester County.

Since moving to North Carolina in 1987, Janet has been active in a variety of community service organizations including the National Association of Professional Women; the Executive Club, Inc. of Raleigh; the Business Advisory Board at Wake Technical Community College; Wake County Public School's Academy of Finance program, where she has been a board member; Consumer Credit Counseling Board at Triangle Family Services; and Crabtree Kiwanis Club.

Janet is passionate about spreading her knowledge of the need for proper financial planning throughout one's lifetime. She is an Adjunct Faculty Member in the Business Administration Department at Wake Technical Community College and she conducts popular classes in Financial Planning and Business Development. She is an instructor for the Osher Lifelong Learning Institute at North Carolina State University (formally the ENCORE program), leading seminars on Retirement Planning. She has also worked with the North Carolina Extension Service in their presentation of AARP retirement seminars.

In 2008, Janet received the Outstanding Volunteer Award from the School-To-Career Council of the Wake County Public School System. In 2010, she was named Woman of the Year by the National Association of Professional Women (NAPW). She has been on the Business Leaders Impact 100 award list for her community and business accomplishments and has published articles in a variety of local and national publications. She has been included in local and national articles regarding financial matters as a knowledgeable and objective industry resource.

In March 2015, Fidelity Investments welcomed Janet into the Fidelity Advisor Council. The Council recognizes advisors who have distinguished themselves by their commitment to their clients and by carrying out that commitment to an outstanding level of success.

As of January 2016, Janet can offer fee-based and advisory services through LPL Financial, a Registered Investment Advisor, advisory services are offered through the RIA. Member FINRA/SIPC.

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(*) As reported in Financial Planning Magazine, 1996-2015, based on total revenue.



CHARLES L. PARKS, MBA

Charles L. Parks

Charles L. (Chuck) Parks is a 40-year investment professional with BA and MBA degrees in Finance. Eighteen of those years were spent in New York, working with such notable firms as the Equitable Life Assurance Society (Vice President and Head Equity Trader), Morgan Stanley (Institutional Block Trader), Dean Witter Reynolds (Vice President, Institutional Capital Commitment) and New York and Foreign Securities (Head Trader).

Now with ACH Investment Group, Chuck's focus is working with numerous individual, corporate and pension clients in seeking to develop effective balanced investment and savings programs. Approximately 25 million dollars, from more than 150 clients, is entrusted, either directly or indirectly, to his care. By carefully matching client goals and objectives with the myriad of investment products available, Chuck mitigates risk while attempting to obtain consistent overall returns.

Techniques employed by Chuck include: elements of tactical and strategic allocation and, if desired, risk management programs that may, because of extreme market risk, have client funds invested totally in money market or other short-term cash equivalent accounts.

With Chuck's extensive contacts throughout the Wall Street community, information and other technical support is enhanced, thus benefiting the client base.

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GREGG KREIELSHEIMER

Gregg Kreielsheimer

Gregg Kreielsheimer is our Operations Manager and an LPL Registered Administrative Assistant. He maintains ACH Investment Group's web and social media presence, assists with account issues, performance reporting, and general office operations. He is responsible for all technology related issues and he insures the office maintains compliance to LPL's technology regulations.

Gregg has Bachelors and Masters degrees in Electrical Engineering from Rensselaer Polytechnic Institute. He spent 35 years in the high-tech industry, as an engineer, technical manager, and operations manager. Most of his work was focused on the design and development of complex integrated circuits for communications and networking products, as well as in the OEM server and high-performance computing areas. After retiring from his first career, Gregg began working with ACH Investment Group. He holds his Series 7 and Series 63 registrations with LPL Financial and is securities licensed in North Carolina.

Gregg is here to help you with all your questions related to the use of technology in our practice, including Account View, WealthVision, our weekly research emails, our website and social media accounts and just about anything else you can think of! Gregg actively participates in the testing of new LPL technology offerings, and is excited to see some new things in development that should be of great value to our clients.

In his spare time, Gregg likes to collect wines (and, of course, drink them!) and to entertain (and be entertained by) 2 orange male rescue cats, Ben and Jerry. Gregg is also a 'go to' resource for friends and family for all things related to computers and technology.

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EVELYN PIZZOLATO

Evelyn Pizzolato

Upon graduation from Concordia University in Illinois, Evelyn Pizzolato taught elementary school in her home state of Florida. Skills gained in the classroom led to a 12-year career at IBM in the areas of information development and employee communications. During that time, she received an Addy Award for her contribution to the publication, IBM in Florida. Subsequently, she owned her own free-lance writing business, which is when she became acquainted with Janet Fox and ACH Investment Group. She now works at ACH as Janet's administrative assistant and office manager. Evelyn helps direct account inquiries to the appropriate individual and acts as a liaison between ACH and LPL Financial.

Evelyn is married with two grown daughters and one granddog. She enjoys traveling, taking in Broadway shows (especially musicals) and watching sports. She is a fan of Roger Federer, the Miami Dolphins (through thick and thin) and the UNC Tar Heels.