BrightWealth Management
Wealth is open-ended. So, we help individuals pursue what’s most important to them. Our team is proud to offer a breadth of financial experience with outstanding service to every client. We work collectively to help you plan to achieve your goals and help you meet your financial future with more confidence and the freedom to enjoy life on your own terms.

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Team photo for BrightWealth Management
Team photo for BrightWealth Management

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Advisors

Jason Curfman

CFP®, APMA™

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jason Curfman's website

Jeff Mc Claugherty

CRPC™

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Jeff Mc Claugherty's website


Team

Michelle Madlala

Michelle Madlala

Client Service Manager,

Business Development Manager

Personal Intro

Michelle has been in the financial industry since 1998 and has been an Ameriprise employee since 2011. She has her FINRA Series 7 & 63 and her NC Notary. She is responsible for client experience, overseeing trading, money movement, and the overall operations of the office. Michelle enjoys spending time with her significant other, Ben, her children and dog, Milo.

Qualifications

  • Licenses: FINRA Series 7 & 63
  • NC Notary
  • Over 18 years of financial industry experience

Roles & Responsibilities

  • Responsible for client experience, overall operations of the office, and execution of all marketing events
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