Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Azalea Wealth Management
Team photo for Azalea Wealth Management

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Our advisors

Advisor photo for David W McKean Jr

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
Advisor photo for Kelsey Lovett

Kelsey Lovett

CFP®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kelsey Lovett Visit Kelsey Lovett's website
Advisor photo for Samuel Vaughan

Samuel Vaughan

CFP®, CRC®, APMA®

Associate Financial Advisor

Learn more about Samuel Vaughan Visit Samuel Vaughan's website
Advisor photo for Debra Haley

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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