Casey Lin Best

I’m Brandon Schneider, founder of Deliberate Wealth. After 15+ years in the financial world, I realized that true wealth management shouldn’t be shrouded in jargon or complicated, hidden fees. That’s why I started this firm: to bring honesty and simplicity back to how we plan for the future. My approach is built on a foundation of candid communication and complete transparency. I believe you deserve to know exactly what you’re paying for and why. By stripping away the complexity, I help you focus on the factors that actually matter—investing wisely, managing risk, and keeping your costs low so that more of your money works for you. But at the end of the day, money is just a tool. It exists to serve your life, not the other way around. My goal is to help you enjoy your life today while building a profound legacy that impacts your family and community for generations. I’m not here to manage portfolios in a vacuum; I’m here to partner with you. We’ll take the stress out of financial planning so you can stop worrying about the numbers and start focusing on the people and experiences that bring you joy. I strive to live out this mission daily. Balancing the joys of raising my five young children with the demands of running a business and remaining deeply active in my church and local community, I know the weight of competing priorities. I practice what I preach, ensuring that my own financial planning aligns with the things that truly matter most to me. I invite you to join me in redefining what it means to be wealthy. Let’s make intentional choices that allow you to live well now and leave a lasting legacy.

Anne Marie Webster is a CFP® and holds a Series 66 license with 16 years of industry experience. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Her prior experience includes roles at Lionheart Capital Management LLC, Colhoun, Robins, Davenport & Co., LLC, JT Stratford, LLC, Stephens Inc., and MSI Financial Services, Inc. Curated Capital & Planning LLC provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes tailored portfolio management based on Modern Portfolio Theory and fundamental analysis, serving a small client base with personalized investment policies and multiple planning engagement formats.

Matthew Blades is a CFP® credentialed advisor with 10 years of industry experience. He has worked at Woodard & Company Asset Management Group, Inc. since 2021 and previously held roles at Members Trust Company, Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement-plan services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm uses a team-based investment approach with a focus on tactical asset allocation and a “market leaders” equity strategy, managing approximately $1.167 billion across about 1,806 clients.

Joan Woodard is a financial advisor at Woodard & Co Asset Management Group Inc with seven years of industry experience. She holds a Series 65 designation and has been with Woodard & Co since 1994. Woodard & Company Asset Management Group, Inc. provides discretionary asset management for individual and institutional clients and offers retirement plan services, including plan design and participant education. The firm manages over $1 billion across approximately 3,000 accounts, employing tactical asset allocation and a “market leaders” equity approach supported by proprietary research.

John Woodard is a financial advisor with Woodard & Co Asset Management Group Inc in Bermuda Run, NC. He holds Series 63 and Series 65 licenses and has 7 years of industry experience. Woodard has been with Woodard & Co Asset Management Group Inc since 1985. Woodard & Co Asset Management Group Inc provides discretionary asset management for individual and institutional clients, as well as retirement plan services including design and participant education. The firm manages approximately $1.039 billion across about 3,000 accounts and uses a tactical asset allocation and “market leaders” equity approach, supported by proprietary research and external data sources.

John Woodard III is a financial advisor at Woodard & Co Asset Management Group Inc with two years of industry experience. He holds a Series 65 designation and previously worked at Fidelity and the YMCA. Woodard & Co Asset Management Group Inc provides discretionary asset management and retirement-plan services to a diverse client base, including individuals, trusts, and corporations. The firm employs a team-based investment approach combining tactical asset allocation with a concentrated equity strategy and emphasizes risk management through broad diversification and hedging techniques.