Taylor Bell Poteat

Daniel Heth is a financial advisor at PRESERVE Wealth Management with 26 years of industry experience. He has been with Preserve Wealth Management since 2019 and previously worked at UBS Financial Services Inc for 11 years. He holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory work, he serves on the committee of the Heth Family Foundation, a personal donor-advised fund focused on charitable contributions and grant making. PRESERVE Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth households, and business clients, including pension and 401(k) plans. The firm emphasizes a risk-first approach centered on documented Investment Policy Statements and uses Riskalyze to align portfolios with clients’ risk targets, offering ongoing portfolio management and pension consulting services that include fiduciary support and employee education.

Anne McFarland is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She is the principal of Integrated Financial Coaching and Planning and previously worked at Davis Financial Planning. In addition to her advisory role, she provides business and life coaching through a separate entity, Anne L McFarland Coaching. Integrated Financial Coaching and Planning serves individuals, families, high-net-worth clients, and small businesses, offering financial planning, investment management, and focused Financial Fitness Review engagements. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with an emphasis on periodic rebalancing and factor tilts, operating under a fee-only, fixed annual fee structure.

Elmer Wessel is the principal advisor at Wessel Investment Counsel, L.L.C. in Asheville, NC, holding CFP®, CFA®, and Series 63 designations with 22 years of industry experience. He has been with Wessel Investment Counsel since 2003. Wessel Investment Counsel provides personalized asset management and financial planning services to both high-net-worth and non-HNW individual clients. The firm uses a combination of fundamental, technical, and cyclical analysis supported by third-party research, offering discretionary and non-discretionary portfolio management alongside financial planning tailored to client needs.

Jacques Fogel is the sole advisor at Fogel Investment Advisory Group, Inc. in Fletcher, NC, with 28 years of industry experience. He has held Series 63, 65, and 66 licenses and has been leading his independent advisory firm since 2007. Prior to founding his firm, he was associated with Purshe Kaplan Sterling Investments. Fogel Investment Advisory Group, Inc. manages approximately $53.9 million for around 80 clients, including individuals and employer-sponsored retirement plans. The firm emphasizes diversified portfolio construction using a collaborative process based on long-term historical data, and it primarily manages assets on a non-discretionary basis, providing retirement income planning and participant education as part of its service offering.

John Coleman is a CFP® and ChFC® with 16 years of experience in financial advisory services. He is the sole advisor at Coleman Advisory, LLC, based in Asheville, NC, and previously worked at Questar Asset Management. In addition to his advisory work, he is licensed to offer life insurance, long-term care, and annuity products. Coleman Advisory provides personalized financial planning, investment advisory, and portfolio management to individuals, trusts, estates, small businesses, and select corporate pension and profit-sharing plans. The firm emphasizes asset allocation, multi-level diversification, and tailored investment policy statements, offering a range of strategies from buy-and-hold to tactical management depending on client needs.

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.