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

Jeff Mc Claugherty

Jeff Mc Claugherty

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Jeff Mc Claugherty's website
Jason Curfman

Jason Curfman

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Jason Curfman's website

Team

Michelle Madlala

Michelle Madlala

Client Service Manager,

Business Development Manager

Roles & Responsibilities

  • Licenses: FINRA Series 7 & 63
  • NC Notary
  • Over 20 years of financial industry experience.
  • Responsible for client experience, overall operations of office, and the execution of all marketing events.
  • Ameriprise Employee since 2011
  • Licenses: FINRA Series 7 & 63
  • NC Notary
  • Over 20 years of financial industry experience.
  • Responsible for client experience, overall operations of office, and the execution of all marketing events.
  • Ameriprise Employee since 2011
  • Licenses: FINRA Series 7 & 63
  • NC Notary
  • Over 20 years of financial industry experience.
  • Responsible for client experience, overall operations of office, and the execution of all marketing events.
  • Ameriprise Employee since 2011
  • Licenses: FINRA Series 7 & 63
  • NC Notary
  • Over 20 years of financial industry experience.
  • Responsible for client experience, overall operations of office, and the execution of all marketing events.
  • Ameriprise Employee since 2011
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Carla Henley

Carla Henley

Administrative Assistant

Roles & Responsibilities

  • Over 17 years of Administrative and Client Service experience in the Financial Industry.
  • Responsible for servicing accounts, scheduling and greeting clients, and providing other office support.
  • Ameriprise Employee since 2011
  • Over 17 years of Administrative and Client Service experience in the Financial Industry.
  • Responsible for servicing accounts, scheduling and greeting clients, and providing other office support.
  • Ameriprise Employee since 2011
  • Over 17 years of Administrative and Client Service experience in the Financial Industry.
  • Responsible for servicing accounts, scheduling and greeting clients, and providing other office support.
  • Ameriprise Employee since 2011
  • Over 17 years of Administrative and Client Service experience in the Financial Industry.
  • Responsible for servicing accounts, scheduling and greeting clients, and providing other office support.
  • Ameriprise Employee since 2011
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Keya Pothireddy

Keya Pothireddy

Intern

Roles & Responsibilities

  • Keya is a rising sophomore at NC State University, majoring in Economics and minoring in Computer Programming and Statistics. She has been an intern 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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