Tassel Capital Management, Inc

Susan Kelly is a CFP® at Tassel Capital Management, Inc with experience at the firm dating back to 2017. She has been with Tassel Capital in her current role since 2025. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a research approach that combines modern portfolio theory with fundamental analysis and internal due diligence, managing portfolios primarily through low-cost, diversified mutual funds and ETFs supplemented as needed with individual securities.

William Ertel is a financial advisor at Tassel Capital Management, Inc. in Matthews, NC, holding the CFP®, PFS™, and Series 65 designations with 24 years of industry experience. He has been with Tassel Capital since 2002. Outside of his advisory role, he has a minority ownership interest in Ertel Family Farms, Inc., an Indiana corporation unrelated to investment activities. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, and ERISA fiduciary services. The firm uses a research approach combining modern portfolio theory, fundamental analysis, and internal due diligence to build customized, diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Carlton Whitman is a financial advisor at Tassel Capital Management, Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tassel Capital since 2015, as well as Wells Fargo Advisors LLC since 2014. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering discretionary investment management, financial planning, and ERISA fiduciary services. The firm builds customized portfolios using low-cost, diversified mutual funds and ETFs, supplementing with individual securities as needed, and combines modern portfolio theory with fundamental analysis in its research approach.

Bradley Kendall is a financial advisor with Tassel Capital Management, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Tassel Capital in 2020, he worked briefly at NYLIFE Securities and New York Life Insurance. Tassel Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, providing discretionary investment management, financial planning, and ERISA fiduciary services. The firm builds customized portfolios using low-cost, diversified mutual funds and ETFs, combining modern portfolio theory with fundamental analysis and internal due diligence.