Our Team

David N. Wells, MBA, CFP®


828-252-4144 x 15


David has over 25 years of experience monitoring financial plans and managing assets for a variety of clients. David received a bachelor of science in business from the University of North Carolina at Asheville in 1986 and a Master of...
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Anna Keisler, MBA

Associate Advisor

828-252-4144 ext. 13


Anna joined Wells Financial Management in 2015. She has a passion for financial planning and enjoys helping people. Before coming to WFM, Anna earned a bachelor’s degree from Clemson University in 2013. She finished her MBA...

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Natalie Chotiner

Client Services Manager

858-252-4144 ext. 10


After moving home to Asheville in 2016, Natalie joined the Wells Financial Management team. She handles office administration, client communications and marketing. Prior to moving back to Asheville, Natalie worked in advertising at the...

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