Our Team
David N. Wells, MBA, CFP®
President
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...
Read more
Natalie Chotiner, AWMA®
Support Advisor
Natalie has been with the Wells Financial Management team for two years. She serves as the Support Advisor and handles many day-to-day processes and works closely with our clients to help meet their needs.
Terri Coons
Client Services Manager
828-252-2253
Terri joined Wells Financial Management in May 2018. She is responsible for managing the client experience and ensuring a positive and welcoming environment. Terri also handles the efficient, and accurate processing of client service...