Our Team

As former athlete and coach, I understand the value of having a coach to help you define your goals, create strategies and maintain the conviction and discipline needed to achieve success. I also understand the importance of having a team in which each member shares my focus, values, and drive. 

Grantham Financial’s mission is to be your financial coach, bringing you innovative financial tools and expert guidance to help you develop and navigate your complete financial strategy. My team's commitment to developing life-long coaching relationships is built upon our core values of excellence, integrity and personal accountability.


A big congratulations to Jeff Michaels, who has earned the Wealth Management Certified Professional® (WMCP®) designation from The American College of Financial Services. Launched in December 2017, the WMCP® program provides a comprehensive curriculum in goals-based investment management centered on client goals. Candidates for the WMCP® designation must demonstrate a foundational knowledge of financial economics including portfolio and life-cycle theory. 

The program’s state-of-the-art digital delivery includes five simulations to illustrate, teach and integrate complex wealth and investment management concepts in an innovative format that provides an opportunity for experiential learning. Life-cycle planning strategies, asset allocation decisions, and research-based investment analysis are among key topics covered. Moving beyond simple investment management, the WMCP® helps advisors transform theory into applied knowledge.

 The WMCP® is qualified to prioritize and evaluate relevant factors for wealth management decisions at multiple points along the life cycle of clients progressing toward achieving specific goals. The curriculum and simulations build advisors’ wealth management competence and prepare them to address a wide range of client situations. The innovative instructional design efficiently guides students through the rigorous course material while providing an in-depth analysis of practical strategies for managing client wealth today



 

 
Madison Holley

Madison Holley

Director of Operations
Office 919-401-0334

Madison Holley has been with our team since May of 2016. Since joining our team, she has attained her life and health licenses, as well as her Series 7 and 63. As Director of Operations, she is responsible for client servicing, risk management and marketing.  Madison graduated from NC State University in Raleigh with a BA in philosophy. She currently lives in Raleigh and enjoys baking, writing, and spending time with her family.

Madison assists our team with:

  • Insurance and investment applications and servicing
  • Scheduling, marketing, and event coordination
  • Updating client information, including name and address changes
 
Jeffrey P Michaels

Jeffrey P Michaels, CFP®, RICP®, WMCP®, CLU®

Director of Investments and Planning

Jeff brings extensive business management and finance experience to our team. Prior to joining Northwestern Mutual, Jeff played a critical role in the leadership and growth of a small family business, expanding the company footprint from one client to over 150 clients in 34 states by the time the business was sold to a national competitor. Jeff also has extensive experience in the acquisition, financing and management of commercial real estate investments, including multi-family and hotel properties. Jeff successfully earned his CERTIFIED FINANCIAL PLANNERTM certification and his Associate Wealth Management Advisor status in February of 2015. Jeff is licensed in Life, Health Insurance and Long-Term Care, as well as his Series 7, 6 & 63, making him a registered representative of Northwestern Mutual Investment Services, LLC. Jeff graduated from the UNC-Chapel Hill with a degree in Business Administration. A native of Raleigh, Jeff continues to live there with his wife, Maggie, and young daughters Blythe, Mabel and Hattie.

 

Todd G Grantham, CFP®, ChFC®, CASL®, MSFS, ChSNC®
Wealth Management Advisor


Grantham Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck