As a Financial Advisor with over twenty two years experience, I am dedicated to helping my clients meet their financial needs. Whether they’re planning their retirement, saving for a child’s or grandchild’s education, or looking to preserve their wealth, I can help. Before entering the financial services industry, I graduated from Bluefield State College with a degree in Business Administration and worked as an Investment Consultant with Evergreen. Now a Financial Advisor with the Davidson, NC, office of Wells Fargo Advisors, I take pride in working for a firm that puts its clients first.

It takes careful planning to make sure my clients’ wealth continues to work in support of the goals they have established, and such planning isn’t a single event – it’s a process. As their life circumstances change, so must the investment strategies I use to help them stay on course toward meeting their objectives. That’s why I work with them to design investment strategies targeted to their specific needs and goals. Although I do not provide tax advice, I can help my clients stay current with tax-efficient investment and estate planning strategies to help preserve and protect their wealth, now and for generations to come.

My mission is to help each one of my clients plan for a financial future in a way that best meets their goals, and my commitment doesn’t end there. I have been an active member of the local community for nearly 20 years.  Away from the office, I also enjoy hunting, fishing, tennis, basketball, working out, cycling, skiing, and reading. My wife, Melinda, and I live in Kannapolis, NC, with our twin boys, Zeke and Anderson.

This information is made available with the understanding that Wells Fargo Advisors and it’s affiliates are not engaged in rendering legal, accounting or tax advice.

Kelly is our Senior Registered Client Associate. She manages customer service and daily operations. Her activities include onboarding clients, account maintenance, cash transfers, and statement reporting. She also coordinates with other departments at Wells Fargo Advisors to make your life easier.

In 2019, Kelly relocated to Charlotte, North Carolina from Maryland. She worked for the previous five years at Campbell Wealth Management in Alexandria, VA. Kelly attended Morgan State University in Baltimore, MD and Prince George’s Community College in pursuit of a degree in Business Management.

In her free time, she enjoys spending time with her husband, Hampton, and their three daughters, Bryana, Amber & Jade. She also enjoys traveling, live music, family gatherings and volunteering with the Girl Scouts.

 

Michelle is our Marketing Client Associate. She assists by providing business development and marketing strategy support.  Michelle provides administrative support, including responding to client inquiries and requests for information.  She schedules appointments for new and existing Clients and helps with onboarding new clients.  Provides client service and assists with several daily operations. She coordinates across other departments at Wells Fargo Advisors to make your life easier.

Michelle is resourceful and thoughtful. She has a heart for service and more than 13 years of industry experience. Prior to that Michelle chose to be a “stay at home Mom”.

Outside of work, Michelle enjoys spending time with family. She resides in Mooresville with her husband, Jeff, has three boys Jacob, Noah & Isaac & a Boxer named Charlotte.  She enjoys cooking, decorating, jazz music, and travel.