Broker Check

Team

 

J. Bryan Philpott

Partner & Investment Advisor Representative

Financial Advisor and Founder of Aspire Wealth Management, now Aspire Private Capital. Bryan is a second generation financial professional who has carried forward his father’s commitment to provide personalized service to each...

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Thomas “Keith” Kelly

Partner & Investment Advisor Representative

Keith Kelly is a Partner with Aspire Private Capital. Keith has years of experience building and operating successful retirement planning firms throughout North Carolina. He has focused on the areas of Tax Planning, Estate Planning...

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Jaime Guevara

Investment Advisor Representative

Jaime is the Client Relationship Manager working directly with Bryan Philpott in our Cornelius office. Jaime has over twelve years of experience in the financial services industry. He has in-depth knowledge of global markets,...

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Wesley "Wes"  Thompson

Investment Advisor Representative

Wes for upwards of a decade has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. Utilizing his extensive experience throughout major shifts in the...

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Thomas “TJ” Farrell

Investment Advisor Representative

Thomas “TJ” Farrell is a Financial Advisor for Aspire Private Capital. TJ services clients in the Cornelius, NC and Hickory, NC offices. TJ’s expertise is coordinating his background of tax planning with his...

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Gary Preslar

Investment Advisor Representative

Gary Preslar is a Financial Advisor for Aspire Private Capital. He joined our practice in 2015, with 23 years of experience in the financial planning industry with specific strength in financial analysis and financial planning....

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Tina Armada

Administrative Client Assistant to J. Bryan Philpott & Practice Management Specialist

Tina is the Administrative Client Assistant to J. Bryan Philpott in the Cornelius office. Tina has 27 years of experience in the Financial Services industry. Her attention to detail is a valuable asset to our clients and a credit to...

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Susie Fletcher

Client and Marketing Liaison to Keith Kelly

Susie is the client and marketing liaison for both the Hickory and Cornelius client base. She is also licensed in NC as a life and health insurance professional. Susie’s 27 years of accounting, tax preparation, Human Resources...

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Danyell Griffin

Client Relationship Manager to Keith Kelly

Danyell is the Client Relationship Manager working directly with “Keith” Kelly in our Cornelius office. She assists with case preparation, portfolio analysis, brokerage account processing, and account transfers. Danyell...

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Melanie Hull

Executive Assistant

Melanie Hull is the Executive Assistant at Aspire Private Capital; she is responsible for delivering a personal and hospitable experience to every client who steps through our doors. She works closely with our Advisory and Client...

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Thomas R. (“T.R.”) Sanford, II is the owner of Sanford Law Firm, PC, an elder law and estate planning firm in Charlotte, NC. T.R. received his BA from Queens College in History, his MBA from Queens University, and JD from...

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Mark B. Thompson, CPA, MBA

(Thompson, Smith & Co, PA, Consultants & Certified Public Accountants)

Mark B. Thompson has nearly twenty years of experience helping the Charlotte area mid to small size businesses and individuals achieve their financial goals. Using a proactive and risk management approach, the firm positions its...

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Katie H. Philpott

Aspire Medicare Solutions - Medicare Specialist

Katie Philpott is the Medicare Specialist for Aspire Medicare Solutions. She works with clients in our regional offices of Cornelius, NC and Hickory NC. Katie helps clients navigate through the ever changing landscape of Medicare...

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