We pride ourselves on our unwavering commitment to providing our clients with impeccable service. We’re excited that our team is growing and as it does, our dedication to strengthening our client relationships remains a top priority. With this in mind, please join us in welcoming four exceptional individuals who have recently joined our team: Matthew Schulman, Jade Brookreson, Clare McGurk, and Ella Brotherton. You can get to know more about all of them below!
Meet Matthew Schulman
Matthew is our Tax Planning Associate. He supports our team with tax planning and preparation support, focusing on tax savings opportunities available to our clients.
Matthew graduated from North Carolina State University in 2023 with a bachelor’s degree in accounting with a focus in financial analysis. He grew up in Kansas before moving to Charlotte, NC in 2016. Matthew enjoys exercising, playing sports, attending concerts/sporting events, and going out with friends. He is a big fan of college football and basketball, as well as the NFL.
Meet Jade Brookreson
Jade is our Operations Associate. She is responsible for the accurate and timely placement of trades and handling asset movement requests for our clients.
She graduated in May 2023 from North Carolina State University with a degree in Business Administration. Jade was born in Las Cruces, New Mexico and she enjoys running, weightlifting, reading, and traveling.
Meet Clare McGurk
Clare is our receptionist. She is responsible for welcoming clients into our office, assisting our service team and advisors with general office tasks, and keeping the office running smoothly.
Clare was born in Ireland and attended Loretto College. She moved to New York City and lived there until 2020 and then she happily moved to North Carolina to be closer to her daughter, Aisling.
Clare is busy doing home renovations and she also enjoys gardening, walking, going to flea markets, and attending concerts.
Meet Ella Brotherton
Ella is one of our Client Service Associates. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model.
Ella graduated from NC State University majoring in Business Administration with a concentration in Finance. She was born and raised in Southern California and moved to Raleigh during high school. In her free time, she loves to run, do anything outdoors, and being at the beach.
Welcome to the team Matthew, Jade, Clare, and Ella!
