BUSINESS PHILOSOPHY

To provide Retirement plan solutions and Estate Planning strategies for individuals, business owners, professionals and executives through an objective, individualized, solution-seeking process.

Identifying and prioritizing 

Our network of strategic alliances allows us to integrate and utilize experienced professional advisors by incorporating their knowledge and expertise to deliver true retirement solutions for each of our clients.

We want all of our clients to have an opportunity to plan proactively, to accumulate sufficient capital assets and guaranteed income that working full time becomes optional; we understand that people don’t plan to fail, they just fail to plan appropriately.

PERSONAL

I began my career in 1985, My knowledge and experience allows me to comprehensively and objectively evaluate my clients needs, It is critical to understanding what each and everyone of our client goals are. So we use a unique blend of resources, products and services solutions that are appropriate for each situation.

I employ a team approach and they are an integral part of the total client experience; our client service model consists of periodic reviews, systematic monitoring, consultation with other professionals when appropriate and open communication.

A native of Tacoma Washington, Janet has worked the state of Washington, she was the Representative for the American Legion and the Brokerage Management Transamerica, she has traveled extensively working with World War ll Vets and even worked with a few World War l.

With over 35 years of experience working with retirees and pre-retirees, Janet is a specialist that focuses on complete, holistic retirement plans. Janet understands that today’s market can be turbulent and puts an extra emphasis on ensuring returns outpace inflation, which guarantees income for life.

Janet has guided thousands of families thru the process of retirement and asset transference. In the advisor world she is unique, as she understands that every person has their own specific needs, goals, and desires. That’s why she creates plans that are specifically designed for each individual client and/or situation.

Janet is a fiduciary, making decisions with your best interests in mind and disclosing conflicts of interest. Janet’s main objective is to educate her clients. She believes that knowledge equals power, and she believes in empowering her clients, so they feel confident in making the right decision for themselves and their families.

Aurielle is an experienced client service leader in the wealth management industry with over ten years of experience. She is a Certified Financial Fiduciary and is currently the Client Service Specialist at Pacific Capital. She draws on her professional and life experiences to help clients achieve their goals. Aurielle has a passion for financial education and wellness as well as philanthropy and serving in her community.

Grady Lee Elliott, a dedicated Main Street business Fiduciary, is an Authorized Taxation and Financial Consultant for Excel Empire Services, specializing in facilitating advanced financial solutions for businesses. His expert areas encompass Advanced Tax Reduction Strategies, Regulatory Compliance, Estate Planning, Tax Credits, Business Valuation & Brokerage, and Legacy Planning. Utilizing his comprehensive understanding of industry dynamics, Grady and Excel Empire craft growth-oriented strategies for businesses and high net-worth individuals. As a reliable partner of Excel Empire, Grady enhances the proficiency of accountants, thereby driving unprecedented success.

Grady's educational background features a Master's Degree in Public Administration, underscoring his well-rounded abilities. His comprehensive skill set, a key driver in augmenting revenue growth, improving client satisfaction, and formulating strategic business plans, is always exercised with a fiduciary approach. This commitment ensures prioritizing the best interests of every client is at the forefront of his professional endeavors.

I love a good story and I became a financial advisor because I want to tell great stories.  I want to tell great stories about dream retirements, kids going to college, farms successfully transitioning to the next generation, businesses standing the test of time because of critical succession planning, families leaving a lasting financial legacy and so much more. 

I served 7 years in the US Army, training and deploying in diverse and challenging environments.  Many of those environments were crucial in shaping the man I am today.  Although I left the service in 2004, the Army’s core values are continuously top of mind for me.  As a financial advisor, those values are a part of our everyday life: loyalty, duty, respect, selfless service, honor, integrity, and personal courage.

I live in McFarland with my wife, Angie and my son, AJ and we love our fluffy English Cream Golden Retriever, JoJo.  We love a good adventure because they make the best stories and honestly, I can’t wait to hear yours and help you write the next chapters. 

Michel is the principal of Trusted Roots, LLC. She has called the Pacific Northwest home for over 25 years. Michel holds a degree in Political Science, paralegal studies and a masters in Organizational Development. 

At Trusted Roots our mission is to provide limited fiduciary services responsibly, ethically, and transparently, by creating a high level of trust, based on strong morals, to meet individual needs. 

Vision: As a trusted personal representative, trustee, or power of attorney, I will accept responsibility for carrying out financial fiduciary services in a manner which will provide a reasurrance for you now and hereafter for your beneficiaries. 

We offer these fiduciary services along with philanthropic advising, nonprofit fund development consulting, and notary services. 

Thomas Wells is originally from Dupo, Illinois. He is a graduate of Webster University and has a BA in Business Management.

In the past, Thomas was a lineman at Southwestern Bell, investing twenty-five years in telecommunications. During this time, he made inroads in his career to the financial industry, working part-time for a decade with his wife helping educate families about money, how to get out of debt and invest for the future. With The Chamberlin Group, Thomas is excited to be a part of a team that focuses on taking a holistic approach to financial planning and helping families in retirement.

When he’s not working with clients, Thomas enjoys spending time with his wife, Tami, their two children, Sydney and Tristin, and their four dogs. As a family, they are very involved in Scouts, marching band, football, and lacrosse. For Thomas, the family unit is of extreme importance, making the art of balance crucial. He loves cheering for his kiddos and is a huge Blues hockey fan looking forward to the next Stanley Cup.

Steven Crane is a serial entrepreneur and United States Marine Corps veteran known for high-preformance coaching and helping people break into the next level of their life. He has 125+ professional certifications and licenses, countless executive education programs under his belt, and multiple degrees. 

As a veteran who ecperienced homlessness while transitioning out of the military, Steven has a proven track record of successfully building and running companies focused on supporting and advancing people's professional careers. His overall mission is conquering limiting beliefs, introducing a world of possibilities, and ensuring no warrior is left behind. 

Steven Crane is a highly-respected advocate of the veteran community, dedicating 2,500+ hours of mentorship and volunteer work and delivering over $2.5B in benefits to veterans around the world. His work has been featured at NBC, FOX, ABC, CBS, MarketWatch, Digital Journal, Daily Herald, USA Today, and Bezinga. 

Jake joined Infinity Wealth Management in 2022, relocating to Asheville from Savannah, GA. He has five years of experience in the financial services industry, and he has a sincere passion for this kind of work. He currently holds his Certified Financial Fiduciary designation, Series 6, 63,65, and his NC life/health licenses. He graduated from Guilford College with a double major in Business and Accounting. 

Before coming to Infinity, Jake worked with an advisory firm based out of Raleigh, NC where he oversaw the investment operations. He enjoys digging deep into clients’ financial situations and recommending solutions in a comprehensive and responsible way.

When he’s out of the office, Jake spends time with his girlfriend, Bazhena. He has two cats, Jack and Loki, and a sweet old dog, Lady. He gets very involved in all his hobbies and considers himself “The Jake of all trades”. He likes to stay active by playing pickleball, golfing, disc golfing and one wheeling.