John C. McCormick, Jr is a founding member of the Mountain Summit Wealth Management Group of Wells Fargo Advisors and works with individuals, families, business owners, and retirees to help them make informed financial decisions and pursue their long-term goals.  He has been recognized as a Forbes Best-In-State Wealth Advisor for 2026¹ and a Platinum Council member of Wells Fargo Advisors for 2026², honors that reflect his experience, client-focused approach, and commitment to excellence.

John earned a Bachelor of Science in Accounting in 1973 and a Master of Arts in Economics in 1977, both from Appalachian State University. Drawing on decades of experience, he provides guidance in investment management, retirement planning, wealth preservation, estate planning strategies, and lending solutions, developing strategies aligned with each client's goals and circumstances.

A native of the mountains of Western North Carolina, John proudly served in the U.S. Army and now resides in Flat Rock, North Carolina. He remains actively involved in his community, serving on the Board of Directors of the Blue Ridge Community College Educational Foundation and the Rotary Club of Hendersonville, where he previously served as President.

Outside of work, John enjoys fly fishing, woodworking, gardening, traveling, and spending time in the mountains he has always called home.

As a founding member of the Mountain Summit Wealth Management Group, Jim Wiley provides financial guidance to individuals, families, employer retirement plans, charitable organizations, and business owners. His approach is centered on understanding each client’s unique goals and developing personalized strategies to help preserve, grow, and transfer wealth with confidence.

Jim joined Wells Fargo Advisors in 1999 after a successful career in public accounting. Before entering the financial services industry, he spent 13 years with Deloitte & Touche, where he worked in both audit and tax. That experience provided a strong financial and analytical foundation that continues to shape the advice he provides to clients today. He earned a bachelor’s degree in accounting from the University of West Florida and has dedicated his career to helping clients navigate important financial decisions through thoughtful planning and personalized guidance.

As a CERTIFIED FINANCIAL PLANNER® professional, Jim has completed extensive education and experience requirements, passed a rigorous examination, and committed to upholding the CFP Board’s ethical principles. He maintains this designation through ongoing continuing education, helping to ensure he stays current on industry developments and professional standards.

Jim is committed to building long-term relationships and helping clients create strategies that align with their values and objectives. Outside of the office, he is married and the proud father of two grown children.

As a founding member of the Mountain Summit Wealth Management Group of Wells Fargo Advisors, Matt Dickelman is dedicated to helping clients navigate life's financial decisions with confidence, clarity, and purpose.

Matt's approach is built on a simple belief: wealth management starts with understanding people, not just portfolios. By taking the time to learn each client's unique story, values, and priorities, he helps develop personalized strategies designed to support their long-term financial goals. He believes the strongest client relationships are built on trust, communication, and a genuine commitment to helping others succeed.

A graduate of Millikin University in Decatur, Illinois, with a degree in Accounting, Matt brings a well-rounded perspective to his practice. Before entering the financial services industry, he spent more than 20 years as a PGA Professional and has maintained his Class A membership in the PGA of America for more than 30 years. His experience in golf reinforced the importance of preparation, discipline, communication, and personalized guidance—principles that continue to shape the way he serves clients today.

Matt works closely with individuals, families, and business owners on retirement planning, investment management, wealth preservation, and multigenerational wealth strategies. He strives to simplify complex financial matters, provide thoughtful guidance, and help clients make informed decisions through every stage of life.

Matt and his wife, Kristyn, live in Western North Carolina and are proud parents of their daughters, Campbell and Tanner. Outside the office, he enjoys playing golf, fishing for redfish in the South Carolina Lowcountry, and following his favorite teams—the Chicago Bears, White Sox & Blackhawks, Auburn Tigers, and Appalachian State Mountaineers.

As a founding member of the Mountain Summit Wealth Management Group of Wells Fargo Advisors, Townsend Tanner works with individuals and families to develop tailored wealth management strategies aligned with their financial goals. He began his career in 2009 with UBS in Charlotte, North Carolina, and later joined the Tanner-Ashe Wealth Management Group laying the foundation for his investment knowledge.

Townsend earned his CERTIFIED FINANCIAL PLANNER® certification in 2012 and continues to expand his expertise through ongoing professional education. A graduate of North Carolina State University with a Bachelor of Science in Business Management, he takes a client-focused approach. With integrity and dedication, he strives to provide the clarity, insight, and personalized guidance clients need to make informed decisions with confidence.

Beyond the office, Townsend is an active community member and advocate for education. He serves on the Professional Advisory Committee for the Community Foundation of Western North Carolina and previously served on the Board of Trustees for Christ School in Arden from 2017 to 2026. He enjoys spending time with his wife, Christine, and their daughters, Ella Cate and Eliza, as well as golfing, attending sporting events, and being with family and friends.

Patrick Sallee, a founding member of the Mountain Summit Wealth Management Group of Wells Fargo Advisors, believes that effective investment planning begins with understanding what matters most to each client. He works closely with individuals and families to develop personalized strategies for retirement, education funding, wealth accumulation, and wealth preservation.

Patrick earned a degree in Business Economics from Wofford College and studied abroad at the London School of Economics. He later received his Master of Business Administration from the University of North Carolina at Charlotte and attained the CERTIFIED FINANCIAL PLANNER^® certification in 2020.

Prior to joining Wells Fargo Advisors, Patrick gained valuable industry experience with Bank of America Investments in Charlotte, North Carolina, and CAPTRUST Financial Advisors in Raleigh, North Carolina. Today, he serves clients from the Wells Fargo Advisors office in Hendersonville, North Carolina, helping individuals, families, and business owners navigate important financial decisions.

Active in the local community, Patrick currently serves as Chairman of the Advisory Board for the Hendersonville Family YMCA. Outside the office, he enjoys fly fishing, hiking, and spending time with his two daughters.

With more than 30 years of experience in the financial services industry, Ashley Shapiro is a trusted resource for both clients and her team. Drawing on her background in operations and risk management, she helps navigate complex planning strategies, operational challenges, and client needs.

Known for her analytical mindset, attention to detail, and strong problem-solving skills, Ashley works closely with the Financial Advisors to help develop thoughtful solutions that support clients' long-term financial goals. Whether collaborating behind the scenes or meeting directly with clients, she is committed to delivering exceptional service and meaningful guidance.

Ashley is a proud alumna of the University of Georgia and as a member of Kappa Kappa Gamma, she built lifelong friendships and communications skills that have contributed to her success in the financial services industry.

Outside of work, Ashley enjoys spending time with her husband, Bruce, and their two children, Sidney and Eva. She and Bruce are DIY enthusiasts who enjoy tackling home improvement projects together and can often be found watching college football or exploring local hiking trails. Ashley is also an avid reader, enjoys solving puzzles, and loves exploring new destinations through travel.

LeAnne Wulf has more than 25 years of experience in the financial services industry, having begun her career with A.G. Edwards in Florida in 2001. Through industry changes and transitions, including Wachovia and now Wells Fargo Advisors, she has remained committed to serving clients and building lasting relationships.

Raised in a large family where hard work was emphasized, LeAnne values dedication, perseverance, and personal connection. Throughout her career, she has had the privilege of working with many clients and their families, developing relationships that have spanned generations. It is those meaningful relationships that have made her career especially rewarding.

Outside the office, LeAnne enjoys traveling and exploring new places around the world, especially visits to Germany to spend time with her son and grandchildren. At home, she can often be found tending to her garden and pursuing her passion for outdoor living.

Heather Bargar brings more than 31 years of financial services experience and a strong commitment to client service. Her work ethic began at an early age, working on a horse farm at just 12 years old, where she fed and cared for horses and cleaned stalls in exchange for a small paycheck and the opportunity to ride for free.

Her banking career began in 1995 and evolved through several institutions before she transferred to Hendersonville, North Carolina, with Wells Fargo in 2009. In 2012, she made the move to Wells Fargo Advisors, where she found a client-focused environment that aligned with her passion for helping others. Heather has passed the SIE and Series 7 exams and is a Notary Public.

A self-described numbers person, Heather takes pride in supporting clients and advisors through exceptional service, attention to detail, and a commitment to helping create a seamless client experience. She enjoys building relationships and being a dependable resource for both clients and her team.

Outside the office, Heather enjoys hiking, reading, spending time outdoors, and being active in her church. She previously served on the board of Immaculata Catholic School and volunteered countless hours supporting school programs, fundraisers, and athletics while her sons attended. Family is at the center of her life, and she is enjoying a new chapter as a proud grandmother, with another grandchild on the way. When she's not spending time with family, Heather and her husband enjoy scenic motorcycle rides and exploring the beauty of Western North Carolina.