Michael is the Director of Planning and Investments for DKD Wealth Strategies Group. Since joining the team in 2014, he has been responsible for the development of client portfolios and the execution of our investment strategies. Michael also works directly with clients on a regular basis to review all aspects of their financial plan before and during their retirement. He holds his life, health, Series 7, and Series 63 licenses in addition to the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Retirement Income Certified Professional (RICP®).

Michael is a native of Greenville, SC. And, after earning a Bachelor of Science degree in Personal Financial Planning from Winthrop University, he made Charlotte, NC home with his wife, Amanda, their son, and their three dogs. Michael and his wife volunteer their time in the community as puppy raisers for future guide and service dogs with Southeastern Guide Dogs. Michael enjoys music and craft beer.

Kenny joined DKD Wealth Strategies Group in January 2020. Kenny worked with Matt Erbacher, partner at DKD Wealth Strategies Group, for 6 years prior to their merge with our team in 2020. Kenny is a graduate of Lenoir Rhyne University, where he attended on a golf scholarship, and majored in Business Management. Kenny holds his Life, Health, LTC, Series 6, 7, and 63 licenses.

Kenny is responsible for the day to day management of our investment portfolios including investment research and implementation of portfolio reallocation and rebalancing. He enjoys working in a role that is constantly evolving and provides a challenge for him to learn and grow.

Kenny is a native of Hillsville, VA and moved to Charlotte in 2005, where he now resides with his wife Karrie and their two boys, Carter and Mason. In his spare time, Kenny likes to run, play golf, and spend time with his family. Kenny also enjoys a good book during his quiet time.

Stephanie joined DKD Wealth Strategies Group in April of 2022. She went to college at the University of Rhode Island, where she double majored in Psychology and Sociology.

Stephanie has worked in the Finance industry since 2014, which helps her in her role her at DKD. She is responsible for the day-to-day procedures in opening and maintaining our clients’ accounts.

Stephanie is originally from New York and moved down to Fort Mill, South Carolina in April of 2022 looking for a big change. In her spare time she enjoys playing sports, spending time with friends, finding new restaurants, and most importantly playing with her dog Hudson.

Thomas is the Director of Planning for DKD Wealth Strategies Group. He works directly with clients to review all aspects of their financial plan before and during their retirement. He holds his life, health, long-term care, Series 7, Series 63, Series 9, and Series 10 licenses in addition to the designations of CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).

Thomas is from Spruce Pine, NC. He graduated from Wake Forest University and has been with Northwestern Mutual since 2012. He resides in Charlotte, NC with his wife, Jodie, and their 2 kids – Tinsley and Dell. Thomas enjoys golf, being outdoors, and traveling with his family.

Lorianne joined DKD Wealth Strategies Group in July 2016. She is a graduate of Virginia Tech, with a degree in Financial Planning and a minor in Business and brings over 10 years of experience in the financial services industry to our team. She holds her Series 7 and Series 66 securities licenses as well as the North Carolina life and health insurance licenses.

Lorianne is responsible for implementation of investment strategies and leads our client service team. She enjoys working with clients on a personal level and maintaining strong, lasting client relationships.

Lorianne and her husband, Luke, live in Matthews with their daughter, Talie. She is a member of Next Level Church and her hobbies include travelling, running, and relaxing at the lake.

Maddie Woodie joined the DKD Wealth Strategies Group in June of 2022. Before joining our team as an Operations Associate, she worked within Northwestern Mutual finetuning her experience in Recruitment, Development and Marketing. She graduated from UNC - Chapel Hill in 2020 with a degree in Advertising, Public Relations, and a specialty in Sports Marketing. 

Maddie provides operational and administrative support to our Financial Advisors while also facilitating exceptional support throughout all phases of client service. Her primary focus is to create and maintain strong relationships with clients and their families by developing superior marketing, communication, and event planning. In a world of ever increasing digital connection and physical separation, Maddie prioritizes cultivating reliability and trust with clients to ensure that every one feels like family.

Growing up in Iron Station, NC, Maddie knew Charlotte was the place to call home. In her free time, she enjoys traveling, spending time with family and friends, being outdoors, watching sports, and exploring Charlotte’s growing food scene.

Ashley Gravely joined the DKD Wealth Strategies Group in January of 2024 as our Director of Insurance Operations. She is a graduate of Belmont Abbey College, with a degree in accounting and brings extensive experience in the mortgage industry. She holds her North Carolina Life and Health insurance licenses as well as the FINRA Series 6, and Series 63 registrations

She is responsible for the day-to-day procedures and operations of our insurance practice. Ashley most importantly focuses her efforts on facilitating a smooth and efficient experience for our clients as they implement their family’s insurance needs.

Ashley is a native to Charlotte and a member of Saint Matthews Catholic Church. In her free time, she enjoys spending time with her son Jackson, travelling, and reading.