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



 

 
Charissa Flint Gowl

Charissa Flint Gowl

Operations Assistant
Office 919-493-1339

Charissa is the newest member of the Grantham Financial team, where she assists with Operations. She is originally from Greensboro, and has her BS in Nutrition from UNC-Greensboro. She currently lives in Durham with her husband, Matti, and she enjoys reading and spending time outdoors. 

 
Jeffrey P Michaels

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

Director of Investments and Planning
  • Bachelor of Science in Business Administration from University of North Carolina-Chapel Hill
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • Retirement Income Certified Professional (RICP®)
  • Wealth Management Certified Professional® (WMCP®
  • Life/Heath/Annuity Licenses
  • FINRA Series 7 and 63

 

Professional Background

Prior to joining Grantham Financial in 2012, 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 is responsible for the development of Grantham Financial’s investment strategy and management of all client portfolios. Jeff works closely with Todd in the creation of all client financial plans and accompanying wealth planning strategies.

 

About Me

Jeff is a native of Raleigh and continues to live there with his wife, Maggie, and young daughters Blythe, Mabel and Hattie. Jeff is an avid reader, golfer and loves attending live music events. Jeff supports the Diaper Bank of NC and his church, Christ Episcopal Church in downtown Raleigh.

 
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. She supports the Food Bank of CENC and volunteers teaching virtual yoga for the VA. 

Madison assists our team with:

  • Insurance and investment applications and servicing
  • Scheduling, marketing, and event coordination
  • Updating client information, including name and address changes
 
Maliik J Marcin

Maliik J Marcin

Investment Operations Associate
Office 919-493-1339

Maliik recently graduated as a student-athlete from Duke University with a major in Sociology, and a certification in Markets and Management. Maliik started with Northwestern Mutual as a participant in the 2019 internship group, where he attained his life and health insurance licenses. As an operations associate with Grantham Financial, he is responsible for assisting with client servicing and marketing needs. He currently lives in Durham and enjoys going to concerts, spending time with friends, and watching sports. Maliik supports Ronald McDonald House and Keep Durham Beautiful. 

 

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