McClaugherty & Associates

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Advisors

Jason Curfman

Jason Curfman

Financial Advisor

Visit Jason Curfman's website
Jeff Mc Claugherty

Jeff Mc Claugherty

Private Wealth Advisor

Visit Jeff Mc Claugherty's website

Team

Michelle Madlala

Michelle Madlala

Client Service Manager,

Business Development Manager

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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Carla Henley

Carla Henley

Administrative Assistant

Qualifications

  • Over 15 years of Administrative and Client Service experience in the financial industry

Roles & Responsibilities

  • Responsible for serving accounts, scheduling and greeting clients, and providing other office support
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Keya Pothireddy

Keya Pothireddy

Intern

Roles & Responsibilities

  • Keya is a rising sophmore at NC State University, majoring in Economics and minoring in Computer Programming and Statistics. She has been with our team since June 2020.
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Kara Sauerwalt

Kara Sauerwalt

Intern

Roles & Responsibilities

  • Kara is a rising Junior at NC State University majoring in Business Administration with a concentration in Marketing and a minor in Graphic Communications. She has been with our team since June 2020.
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