How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Michele L. McDuffie
Wealth Advisor, Managing Partner
mmcduffie@itineris-partners.com
Michele brings more than 27 years of experience as a wealth advisor and works closely with clients to provide thoughtful, personalized guidance across all stages of life. She is known for building long-term relationships and helping...
Patrick Powers, CFP®
Wealth Advisor, Managing Partner
Patrick earned both his bachelor’s and master’s degrees in Accounting from the University of Florida in 2001, earning his CPA designation in 2003. He began his career in public accounting and corporate...
Brad Currie
Wealth Advisor
Brad joined Itineris Partners Wealth Management in 2018 after earning a Master of Wealth & Trust Management degree from Gardner-Webb University. He works closely with clients to develop comprehensive...
