Tassel Capital Management, Inc

Susan Kelly is a CFP® at Tassel Capital Management, Inc with experience at the firm dating back to 2017. She has been with Tassel Capital in her current role since 2025. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a research approach that combines modern portfolio theory with fundamental analysis and internal due diligence, managing portfolios primarily through low-cost, diversified mutual funds and ETFs supplemented as needed with individual securities.

William Ertel is a financial advisor at Tassel Capital Management, Inc. in Matthews, NC, holding the CFP®, PFS™, and Series 65 designations with 24 years of industry experience. He has been with Tassel Capital since 2002. Outside of his advisory role, he has a minority ownership interest in Ertel Family Farms, Inc., an Indiana corporation unrelated to investment activities. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, and ERISA fiduciary services. The firm uses a research approach combining modern portfolio theory, fundamental analysis, and internal due diligence to build customized, diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Carlton Whitman is a financial advisor at Tassel Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to his current role, he was with Wells Fargo Advisors LLC. Tassel Capital Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm combines modern portfolio theory with fundamental analysis to create diversified portfolios using low-cost mutual funds and ETFs, while also employing individual stocks, bonds, and options as appropriate.

Bradley Kendall is a financial advisor at Tassel Capital Management, Inc. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior experience includes roles at NYLIFE Securities, LLC, New York Life Insurance Co., and Quicken Loan Mortgage Services. Tassel Capital Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $266 million in discretionary assets. The firm combines modern portfolio theory with fundamental analysis to build diversified portfolios using low-cost mutual funds and ETFs, while also incorporating individual securities when appropriate.