MG Partners | Our Wealth Management Team | Hickory NC

Our Wealth Management Team

Strategic Financial Planning

Located in the vibrant Charlotte region, our financial planning team is entrepreneurial and passionate about helping clients pursue their life aspirations. With a firm belief in making a meaningful impact on our clients’ financial wealth and family legacies, we strive to provide personalized solutions and unwavering support every step of the way.

Noah Geoghegan, ^CTFA

CO-FOUNDER AND CHIEF OPERATING OFFICER

828.979.8402 DIRECT

noah@mgpartnerspw.com

Known for his straightforward and inquisitive nature, Noah has a knack for tuning into his clients’ specific needs, wants, and motivations to design financial plans as unique as they are. Initially drawn to the industry through a love of people, finance, and dynamic capital markets, Noah has faithfully served his clients for more than 20 years.

With prior experience from Wells Fargo, SunTrust Investments, and Truist Wealth, Noah helps high-net-worth individuals prepare for their future through retirement and estate planning, tax assistance, business consultation, money management, and more.

He received an MBA and bachelor’s degree in business administration from Campbell University, and is a Certified Trust and Fiduciary Advisor (CTFA) who holds Series 7, 6 and 66 registrations through LPL Financial, plus life, health, and long-term care insurance licenses.

When not advising clients, Noah enjoys working out, playing a round of golf, serving his community, and spending time at the lake with his wife and two teenage kids. He supports the United Arts Council of Catawba County and Habitat for Humanity.

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Tom Minami, ^{CFP®, CFA®}

CO-FOUNDER AND CHIEF INVESTMENT OFFICER

828.979.8403 DIRECT

tom@mgpartnerspw.com

Tom has worn many hats throughout his wealth management career, which spans three decades. Starting as a portfolio assistant with Wachovia (now Wells Fargo), Tom worked in several areas of the bank including marketing, equity analysis, fixed income, portfolio management, and more. He ultimately found portfolio management most fulfilling because of its direct impact on clients’ lives.

With an approach to advising that’s as transparent as it is strategic, Tom openly shares insights with clients about what worked, what didn’t, and why. His guidance focuses on financial planning, investment management, estate planning, philanthropy, financial education, and more.

As a graduate of Duke University with a bachelor’s degree in Economics, Tom is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) who holds a Series 7 registration through LPL Financial.

Outside of the office, Tom can often be found on two wheels: cycling the trails near his home or hitting the open road on his motorcycle. He also dedicates his time to the Northwest MTB Alliance which promotes land access and trail development for outdoor enthusiasts. His life is further enriched by his two daughters.

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Caroline Montgomery

DIRECTOR OF CLIENT RELATIONS

828.979.8406 DIRECT

caroline@mgpartnerspw.com

Caroline brings a fresh perspective to MG Partners Private Wealth. What truly sets her apart is her genuine passion for building connections with clients. She thrives on getting to know them personally and cultivating lasting relationships. Excited to be part of a team that prioritizes clients’ needs and listens attentively to their aspirations, Caroline is committed to helping them in pursuit of their financial goals.

As a graduate of Virginia Commonwealth University, Caroline holds SIE, Series 7, and Series 66 licenses through LPL Financial, as well as certifications in Life, Health, and Long-Term Care Insurance through LPL Financial. She is well-equipped to provide comprehensive support and guidance to MG Partners Private Wealth valued clients.

Hailing from Richmond, VA, Caroline finds joy in the simple pleasures of life. She and her husband are parents of three wonderful kids – their oldest is at East Carolina University, and the twins are seniors at Hickory High School. She enjoys spending time with her family, and, when she’s not immersed in the financial world, Caroline indulges in her favorite hobbies of reading, singing, and cooking.

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Janita Benford

CLIENT ASSOCIATE

833.804.0756 DIRECT

janita@mgpartnerspw.com

Janita is part of LPL Business Solutions, a service that provides industry‑trained LPL professionals who help simplify operations and streamline advisors’ practices. She partners closely with advisors to support administrative workflows and client management functions.

Janita joined LPL in 2024, bringing experience from the Admin Solutions Program as well as prior experience supporting advisors at Merrill Lynch. Her background working within established advisory teams allows her to deliver thoughtful, detail‑oriented support to both advisors and their clients.

She is a Wisconsin native who has spent most of her life in North Carolina. Janita is a graduate of The University of North Carolina at Charlotte and is an avid animal lover who enjoys spending time with her fur babies Luna, Sadie, and Tucker. ln her downtime, she enjoys listening to music or audiobooks, watching podcast interviews, binging her favorite dramas, and spending time with friends and family.

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Our Wealth Management Team

Strategic Financial Planning

Noah Geoghegan, CTFA

Tom Minami, CFP®, CFA®

Caroline Montgomery

Janita Benford

Noah Geoghegan, ^CTFA

Tom Minami, ^{CFP®, CFA®}