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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Natalie Chotiner, MBA, AWMA®

Support Advisor

828-252-4144 ext. 13


Natalie has been with the Wells Financial Management team for over four 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. 

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Terri Coons

Client Services Manager

828-252-4144 ext.10



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...

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