McClaugherty & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Jason Curfman

Jason Curfman

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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Jeff Mc Claugherty

Jeff Mc Claugherty

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
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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Lynn Jackson

Lynn Jackson

Receptionist