McClaugherty & Associates

Do you ever wonder how you will generate income in retirement?

Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.


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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Michaela Hartman

Michaela Hartman

Intern

Roles & Responsibilities

  • Michaela is a senior at NC State double-majoring in Business Administration (Finance concentration) & Economics. She has been an Ameriprise Intern since July 2018.
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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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