Aspire Private Capital

Thomas Kelly is a financial advisor at Aspire Private Capital with 14 years of industry experience. He holds a Series 65 designation and has worked at Aspire Private Capital since 2014. He is also the owner of Covenant Private Capital, where he engages in insurance and annuity product sales. Aspire Private Capital serves individuals, high-net-worth clients, and some corporate plan sponsors, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach focuses on selecting and monitoring third-party managers, tailoring asset allocations to client objectives, and incorporating fundamental, technical, and cyclical analysis.

Wesley Taylor is a CFP® with seven years of industry experience, currently serving at Aspire Private Capital. His prior roles include positions at The Vanguard Group and Edward Jones. He is also engaged in individual insurance sales, including annuities and life insurance. Aspire Private Capital serves individuals, high-net-worth clients, and corporate plan sponsors by offering investment management, financial planning, and retirement plan consulting, with a focus on selecting and monitoring third-party managers and tailoring asset allocations to client objectives.

John Philpott is a financial advisor with Aspire Private Capital in Cornelius, NC, holding a Series 65 designation and 15 years of industry experience. He has worked at Global Financial Private Capital, LLC, and has been with Aspire Private Capital since 2010. Outside of advisory work, Philpott is involved in real estate as an owner and broker at Pier 28 Realty and serves as president of Estate and Retirement Consultants, a firm focused on fixed life and annuity sales. Aspire Private Capital serves individuals, high-net-worth clients, and some corporate plan sponsors, providing investment management, financial planning, retirement plan consulting, and related advisory services. The firm emphasizes selecting and monitoring third-party managers and tailors asset allocations to client objectives, supplementing portfolio management with tax consulting and educational workshops.

Jaime Guevara is a financial advisor with Aspire Private Capital in Cornelius, NC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Aspire Private Capital since 2016. Outside of his advisory role, he works as a freelance English-Spanish interpreter for state and federal agencies. Aspire Private Capital serves individuals, high-net-worth clients, and some corporate plan sponsors by offering investment management, financial planning, retirement plan consulting, and related advisory services. The firm’s investment approach focuses on selecting and monitoring third-party managers and tailoring asset allocations to client objectives using fundamental, technical, and cyclical analysis.

Trenton Derrick is a financial advisor at Aspire Private Capital with eight years of industry experience. He previously worked at Vanguard Group, Inc. for seven years and has held roles at 7 Mile Advisors and Business Acquisition & Merger Associates. Derrick is also the CEO of Derrick Financial Solutions, LLC, an entity involved in insurance and annuity sales as well as financial planning. Aspire Private Capital serves individuals, high-net-worth clients, and some corporate plan sponsors by offering investment management, financial planning, retirement plan consulting, and related advisory services. The firm’s investment approach focuses on selecting and monitoring third-party managers while tailoring asset allocations to client objectives, often utilizing the GeoWealth platform.

Thomas Farrell is a CFP® professional with 17 years of industry experience, currently serving at Aspire Private Capital. He previously worked at Global Financial Private Capital, LLC from 2014 to 2017. In addition to his advisory role, Farrell is an independent insurance sales agent focusing on insurance and annuity product sales. Aspire Private Capital serves individuals, high-net-worth clients, and corporate plan sponsors by providing investment management, financial planning, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party managers, often using the GeoWealth platform, and offers tailored asset allocation alongside tax consulting and educational workshops.

Gregory Padgitt is a CFP® with 18 years of experience in financial services. He is currently with Aspire Private Capital and has previously worked at Nationwide Financial and LPL Financial. He is also involved with Plushenko Enterprises LLC, an investment-related entity. Aspire Private Capital serves individuals, high-net-worth clients, and some corporate plan sponsors, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm focuses on selecting and monitoring third-party managers and tailoring asset allocations to client objectives.

Antonio Burkett is a CFP® with 12 years of industry experience, currently serving at Aspire Private Capital since 2018. His prior roles include positions at LPL Financial, Morton Malloy Realty, and THE Vanguard Group, Inc. Aspire Private Capital serves individuals, high-net-worth clients, and some corporate plan sponsors with investment management, financial planning, and retirement plan consulting. The firm’s investment process emphasizes selecting and monitoring third-party managers, tailoring asset allocations to client objectives, and incorporating fundamental, technical, and cyclical analysis.