The Team

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.

Our Advisors

Jeff Mc Claugherty

Jeff Mc Claugherty

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

BS, Finance, Virginia Polytechnic Institute & State University, Blacksburg, VA

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Jason Curfman

Jason Curfman

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Education

BS, Mathematics, University of North Carolina, Chapel Hill, North Carolina

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Our Staff

Michelle Madlala

Michelle Madlala

Client Service Manager

Business Development Manager
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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
Carla Henley

Carla Henley

Administrative Assistant

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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
Michaela Hartman

Michaela Hartman

Intern

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Roles & Responsibilities

  • Currently a Senior at North Carolina State University marjoring in Business Administration with a concentration in Finance & majoring in Economics as well. Planning to graduate May of 2020.