With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

David W McKean Jr

APMA®, CEPA®

Private Wealth Advisor

Managing Director of Azalea Wealth Management
Learn more about David W McKean Jr Visit David W McKean Jr's website

Kelsey Lovett

CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kelsey Lovett Visit Kelsey Lovett's website

Samuel Vaughan

CFP®, CRC®, APMA®

Associate Financial Advisor

Learn more about Samuel Vaughan Visit Samuel Vaughan's website

Debra Haley

CLTC®

Financial Advisor

Franchise Owner
Learn more about Debra Haley Visit Debra Haley's website


Our team

Miranda "Leigh" Burnside

Miranda "Leigh" Burnside

Assistant

Sandra "Sandy" Samuel

Sandra "Sandy" Samuel

Administrative Assistant

Michael McKean

Michael McKean

Assistant

Emily Graham

Emily Graham

Assistant

Qualifications

  • CRPC

  • BFA

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