Our advisors

Advisor photo for Jeff Mc Claugherty

Jeff Mc Claugherty

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeff Mc Claugherty Visit Jeff Mc Claugherty's website
Advisor photo for Jason Curfman

Jason Curfman

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jason Curfman Visit Jason Curfman's website


Our team

Michelle Madlala

Michelle Madlala

Client Service Manager,

Business Development Manager

Personal Intro

Michelle has been in the financial industry since 1998 and has been an Ameriprise employee since 2011. She has her FINRA Series 7 & 63 and her NC Notary. She is responsible for client experience, overseeing trading, money movement, and the overall operations of the office. Michelle enjoys spending time with her significant other, Ben, her children and dog, Milo.

Roles & Responsibilities

  • Licenses: FINRA Series 7 & 63
  • NC Notary
  • Over 25 years of financial industry experience
  • Responsible for client experience, overall operations of the office, and execution of all marketing events.
  • Ameriprise Employee since 2011
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Daniela McDonald

Daniela McDonald

Financial Planning Assistant

Personal Intro

Daniela joined our team as a Financial Planning assistant. She is responsible for trading, money movement, along with many other projects. She is a graduate from North Carolina State University with a BS in Business Administration where she was also a part of the Division 1 NC State volleyball team. In her free time, she enjoys spending time outdoors, playing volleyball, and spending time with her daughter, Shay.

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Zidane Madlala

Zidane Madlala

Operations Specialist

Personal Intro

Zidane joined our team as Operations Specialist with a primary focus on Project Management. He recently has completed his Google Certification in Project Management. He is responsible for overseeing meeting preparation, coordinating special projects from start to finish and supporting marketing efforts. Zidane is married to his high school sweetheart Raven. They live in Raleigh with their cat Alder.

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Campbell Sallean

Campbell Sallean

Intern