Dennis Coleman, MBA, CEPA, MBA
Managing Director - Investments
Dennis earned a Bachelor of Science from Tulane University and an MBA from the Thunderbird School of Global Management. He holds life insurance licenses and FINRA Series 7, 63, and 65 registrations.
He has been recognized as a Forbes Best-In-State Wealth Advisor for seven years (2019, 2020-2026), and, together with the Mastery Private Wealth Group, has been named among Forbes Best-In-State Wealth Management Teams for four consecutive years (2023-2026) * In 2025, Dennis made Barron’s Top 1,200 Financial Advisors list.
“I am passionate about helping families and business owners build, preserve, and transition wealth through thoughtful planning and trusted advice. It is a privilege to do work that allows me to make a meaningful difference in the lives of my clients and their families.”
As an active member of the Charleston community, Dennis has served on the boards of Hallie Hill Animal Sanctuary and Sea Island Habitat for Humanity.
Dennis and his wife, Kendra, live in Charleston, South Carolina. They have two children that also work in the financial services industry. Outside of the office, Dennis enjoys fishing, hunting, traveling and spending time with his family.
CA State Insurance License #4511745, Resident State South Carolina
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com).
2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com).
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).
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Third Party Award disclosures | Wells Fargo Advisors
Managing Director - Investments
MBA
Travis Burdette
Assistant Vice President
Financial Advisor
Travis and his wife, Laura, have called Charleston home for nearly a decade and enjoy taking full advantage of the Lowcountry lifestyle. In his free time, Travis enjoys traveling, spending time on the water, and playing golf. Despite living in the area for years, he still enjoys being a tourist in his own hometown.
A native of Charleston, West Virginia, Travis graduated from Marshall University in 2010 with a degree in business administration. He holds insurance licenses and FINRA Series 7, 66, 9, and 10 securities registrations. Beyond his professional responsibilities, Travis is committed to giving back to the community through his involvement with Communities In Schools and was honored as one of Charleston Business Magazine's Best & Brightest 35 and Under in 2023
Assistant Vice President
Financial Advisor
Nicky Kitzerow, CFP ®
Assistant Vice President
Financial Advisor
As a CFP ® professional and Financial Advisor with the Mastery Private Wealth Group, Nicky focuses on relationship management, retirement planning strategies, and education funding strategies. She believes a meaningful investment plan begins with understanding what matters most to her clients and the people they care about. Nicky values the time she spends with clients and their families, taking the opportunity to learn their unique stories, priorities, and long-term objectives. Through these relationships, she develops and implements personalized strategies designed to align financial decisions with each client's goals, values, and vision for the future. Working collaboratively with her team, Nicky helps clients turn their aspirations into actionable plans, providing guidance and support through every season of life.
Nicky lives on Johns Island with her husband, Greg, and their youngest son, Ryan (9). Their oldest son, Gavin (19), is entering his second year at the Savannah College of Art and Design. She volunteers as a classroom parent at Charleston Collegiate School and serves as a Board Member for Sea Island Habitat for Humanity. While family and community commitments keep her busy, she continues to nurture her love of the arts as a theater, movie, and music enthusiast. Together, she and her family enjoy skiing out west, relaxing at the beach, and embracing the adventure and enrichment that comes from traveling abroad.
Assistant Vice President
Financial Advisor
Anne is a key team member when it comes to handling the day-to-day administration of accounts. Often the first point of contact, it’s her priority to proactively identify and resolve operational inquiries and concerns. “I enjoy working in the financial services industry, and in my role as a Senior Registered Client Associate, my goal is to establish and maintain relationships with clients while providing a high level of personal service.”
Originally from Pennsylvania, Anne and her husband David were attracted to the climate and outdoor activities that the Carolina’s have to offer. They live in Mt. Pleasant and together they have one daughter, Julia, who is a CPA in Virginia Beach. In her free time Anne enjoys skiing, swimming, and visiting with family and friends.
Senior Registered Client Associate
Madison originally interned with Mastery Private Wealth Group of Wells Fargo Advisors team during her sophomore year of college in 2019. After graduating from Clemson, she moved to Charlotte, North Carolina, where she started her career in finance at Vanguard in the Advance to Financial Planning Associate Program. After spending a year in Charlotte, she decided to come back home to the Lowcountry where she joined Wells Fargo Advisors as a Registered Client Associate in 2023. In 2025, she found her way back to the same team that made her want to work in this career field in the first place!
Madison spends her free time enjoying heated work out classes, playing tennis, and of course supporting her alma mater at Clemson Football games in the fall. She also serves as an active member of the Clemson Women's Alumni Council.
Registered Client Associate
Before transitioning into financial services, Alexa spent over a decade in the food and beverage industry, working in upscale restaurants and country clubs. This experience sharpened her communication skills and helped her build a strong professional network.
Originally from Washington state, Alexa loves the outdoors. She adores animals, especially her 12-year-old Springer-Spaniel, Noah. In her free time, Alexa will volunteer at the local pet shelter or spend time enjoying her other hobbies including traveling, snowboarding, discovering new music, and exploring Charleston’s vibrant culinary scene with her friends.
Alexa continues to grow within her role, serving as a reliable point of contact for clients and contributing to the team’s success through thoughtful marketing initiatives and seamless administrative support.
Client Associate