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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Greg Padgitt CFP®

Investment Advisor Representative

704-237-9927

704-897-7547

Greg is the Client Relationship Manager working directly with “Keith” Kelly in our Cornelius office. Greg has over twelve years of experience in the financial services industry and has earned the CERTIFIED FINANCIAL...

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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 corporate...

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Tina joined Aspire Private Capital in June 2008 heading our Life Insurance, Insured Income and Brokerage Service Departments and has been a North Carolina Notary since 2008. In January 2018 she was promoted to Director of Operations....

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Susie Fletcher

Client and Marketing Liaison

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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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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