Our advisors

Our 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 the office, and 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 serving accounts, scheduling and greeting clients, and providing other office support
  • Ameriprise employee since 2011
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Michaela Hartman

Michaela Hartman

Intern

Roles & Responsibilities

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

Leah Schweibinz

Intern

Qualifications

  • Currently a rising senior at North Carolina State University. Majoring in Economics with minors in Business Administration and Sociology. Expected graduation date of December 2019.
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