My financial advice team

Wendy, Operations Director at CWM, began her career in the financial industry in 2021 after building a distinguished foundation in healthcare operations and leadership. With over 20 years in senior management, accounting, compliance, and auditing, she has led complex organizations, overseen national training initiatives, and delivered disciplined operational and financial oversight across multiple industries.

Client Relationship Manager at Carolinas Wealth Management. With over 30 years’ experience in the financial services industry, including over 20 years on Wall Street working for a Stock Specialist firm & 10 years at a brokerage firm. Primary responsibility is to create an exceptional experience for our clients, which starts with the foundation of relationships she has established since 2010.

Alec has over two years in the financial industry and a finance degree focused on planning from Western Carolina University where he also played two years of collegiate baseball. His commitment is to make your planning process smooth, clear, and focused on what matters most, your financial future.

Amadea Friedl joined the team as an intern while obtaining her Finance degree at Clemson University. Amadea’s primary responsibilities are to assist with client concerns, support client relationships, and contribute to day-to-day operational needs. She is eager to continue developing her skills in client service, financial planning, and professional communication while delivering a positive experience for every client.

She brings over 20 years of experience in education, including public, charter, and private schools, as well as eight years as Head of School. She applies strong leadership and organizational abilities to her role as Practice Manager, supporting smooth operations and client service. She lives in Myrtle Beach with her family and remains active in her church community.

Kathleen partners with advisors to help turn your financial goals into a clear, actionable plan. With a finance degree and a knack for data analytics, she brings precision and insight to every detail. Her focus? Helping to make your financial journey feel organized, personalized, and built to with the long-term in mind to prepare for the ups and downs of life.