Appalachian Wealth Management takes pride in delivering a personalized, down-to-earth approach. We believe financial planning should be accessible and understandable for everyone, regardless of background or stage of life. Our goal is to remove the fear and uncertainty often associated with managing finances by providing clear education and tailored solutions. Whether you're just starting to save or planning your legacy, we're here to guide you with a focus on your unique needs and goals.
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We uphold the highest standards of honesty and transparency in every interaction, pursuing trust is at the core of our relationships.
We are deeply committed to serving and supporting our Blairsville neighbors, treating our clients like family.
We believe in empowering clients through education, helping them make informed decisions and feel confident about their financial futures.
We tailor our financial solutions to each individual’s needs, providing dedicated attention and care at every stage of life.
We work with individuals and business owners just starting to save, guiding them through tax planning, LLC creation, and financial growth strategies.
Our team helps those nearing or in retirement create income plans and manage their assets, so they can make the most of their retirement years.
We assist individuals focused on preserving their legacy, offering estate planning, long-term care solutions, and wealth transfer strategies.
We craft personalized strategies for clients with unique financial needs, providing tailored guidance for their specific situations.
Explore the full range of financial services we offer, from holistic financial planning to tax strategies, business formations, retirement planning, and more. We're here to provide the personalized guidance you need at every stage of life.
For over 23 years Melissa has built her career in the financial services industry by offering education and guidance. She focuses on identifying a customer’s goals and then works to create a plan to help them achieve their objective. Accountability is key, and that’s where Melissa feels her role in the financial planning process is most important.
Melissa earned her Bachelor’s degree in Business Administration from Montreat College in Asheville, NC and holds a FINRA Series 4, 7, 24, 53, 63 and 65 through LPL Financial as well as Georgia Life/Health licenses. Her expertise includes retirement income planning, estate planning strategies and wealth preservation and transfer.
Melissa makes her home with her husband Erik and 4 children in the beautiful Appalachian Mountain town of Blairsville, GA. In her spare time, she enjoys being outdoors hiking, kayaking and camping with her family.
Kristen graduated from Appalachian State University. She has about twenty-two years of experience in the financial industry. She has worked alongside Melissa since 2015. As part of the Appalachian Wealth Management Team, she is the first point of contact helping clients and prospective clients with booking and prepping for appointments. She also takes care of any service or maintenance requests a client may have.
Kristen’s family has had a vacation home on Lake Nottely since the eighties. Her and her husband moved up to Blairsville permanently in 2005. She is a huge animal lover and enjoys being in nature. On the weekends she may be out hiking or kayaking down the Nottely River.
Raised in Blairsville, Chase understands the distinctive needs of the wonderful people in this area, as well as the challenges they face. With a background in logistics and banking, he brings a unique perspective to our office. Chase is passionate about connecting with clients and helping them in the pursuit of their goals.
Chase earned a bachelor’s degree in Consumer Economics and a master’s in business administration. He holds a FINRA Series 7 and 66 licenses through LPL Financial, along with GA life, accident, sickness, and variable products license.
After 17 years in the Athens, GA area, Chase returned to Blairsville in 2022 to raise his family and serve his hometown. Outside of work, he is a family man first and foremost. Most of his time is spent making memories with his wife and two daughters. You may also find the Gunter family in Athens during football season cheering on the Dawgs.
Josh joined our team the summer of 2024 as an intern. He graduated Valedictorian from Mountain Area Christian Academy and is currently pursuing a double major in Finance and Business Administration at Young Harris College.
Josh manages our social media platforms and helps with any branding and marketing materials. Upon graduating college, Josh hopes to enter the world of corporate finance.
Josh resides in Blairsville with his family, and is an active member of his local church. Outside of school and work, Josh enjoys spending time on the lake, bowling, and racing dirt cars at Sugar Creek Raceway.
Have questions or need assistance? We're here to help—simply fill out the form, and a member of our team will get back to you shortly.
