Our advisors

Jeff Mc Claugherty

CRPC

Private Wealth Advisor

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

Jason Curfman

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jason Curfman Visit Jason Curfman's website


Our 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.

Roles & Responsibilities

  • Licenses: FINRA Series 7 & 63
  • NC Notary
  • Over 25 years of financial industry experience
  • Responsible for client experience, overall operations of the office, and execution of all marketing events.
  • Ameriprise Employee since 2011
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