Wisdom Wealth Care has been proudly serving our clients for over 20 years. We are one of only a few financial teams, throughout the country, comprised of certified team members in three different disciplines - Financial Planning, Public Accountancy and Law.
We believe that our multi-disciplinary training, certification, and close connection with each other, gives you and our team an unusual edge. By being able to access the combined knowledge of Financial Planners, a Certified Public Accountant, and a Board-Certified Estate Planning Attorney, we can provide you with comprehensive financial, tax and legal advice. Also, by being so closely aligned with each other, we truly work as a team, and we are focused on providing your family and ours with exceptional advice and a positive experience.
Many of us are related and have worked with each other for a long time. We are a family business, that focuses on helping families and individuals.
Linus A. Whitlock, CFP® - Financial Advisor
Our Team Leader and literally, the Father of the Team, Linus, is a CERTIFIED FINANCIAL PLANNER® professional, who has proudly and passionately served the needs of our clients and community for over 30 years.
Linus believes in helping and teaching clients to achieve peace of mind through smart financial decision making. He always takes the time to know and understand your needs and your dreams. This special focus allows him to create a complete financial picture of your situation and to make recommendations which allow you to reach your individual goals and enjoy financial health. Under his leadership, our team and family of clients have benefitted from his vast experience and comprehensive financial background.
While this might sound strange, Linus began his career as a forensic scientist, after graduating from Davidson College in 1982, with a BS in Chemistry. While working as a forensic scientist, his family and friends sought him out for his financial advice and soon Linus discovered that helping people with their financial planning was his true calling. While we don’t know of any other forensic scientists who are financial planners, Linus’ science and forensic background give him a unique set of skills and a scientific discipline which colors his financial planning strategies and advice. We also want you to know that Linus skills are sought in our industry. For the last 20 years he has been coaching new and seasoned financial planners, many of whom are CPA’s and Attorneys, on how to protect and help their clients as financial planners.
Logan Whitlock, CFP® - Financial Advisor
Logan, Linus’ eldest son, joined our team ten years ago. Like his dad, he also obtained the highest level of industry certification, as a CERTIFIED FINANCIAL PLANNER® professional, with FINRA Series 7 and 66 licenses along with both the NC Life & Health and NC Long-Term Care insurance licenses. While in college at Furman University and afterwards, while pursuing his financial career Logan served our Country here and abroad, as a Military Intelligence Captain, for the Army National Guard. We are proud of his service.
He has since retired from the Army National Guard, but during his military tenure he saw the importance of teamwork and he learned how different military decisions lead to drastically different outcomes. Logan uses his specialized training and unique background in teamwork, strategy, and intelligence to provide you with comprehensive plans and precision strategies to assist you in executing your financial goals. Logan is very patient and conscientious. He makes sure that you understand exactly what your plan entails. He will also teach you to reach your goals, in a calm, steady fashion, without changing course when the economy rocks up and down. If you haven’t watched Logan use his software to project your investments and goals into the future, be sure to ask him about it.
George McClanahan, CPA - Financial Representative
George, another financial planner on our team, is Attorney, Blaire McClanahan’s (Law Office of Cheryl David), husband. George is a trained CERTIFIED PUBLIC ACCOUNTANT (CPA). His accounting background and his financial services acumen, which include his FINRA Series 7 and 66 licensures, give him a unique set of skills, experience, and knowledge to assist our clients and their businesses with various tax-centric financial strategies. George seamlessly leverages his financial and accounting knowledge, from over ten years of experience working as a CPA, with his experience as a financial planner, to help you achieve your goals, with a focus on taxes and asset protection strategies. George is an attentive listener, and he always seeks to understand your changing needs before providing you with comprehensive, solutions-focused strategies to keep your planning current. George acquired his BS in accounting from North Carolina State University and a MS in accountancy from Wake Forest University. Like Linus, George has always loved the intricacies of investing and finances, and he really likes helping clients understand their options.
Justin Plummer, JD, AEP®, EPLS - Financial Services Partner
Justin is a Board-Certified Estate Planning Attorney, AEP®, EPLS, with Law Offices of Cheryl David, and he is a financial planner with Wisdom Wealth Care. With his vast background in estate planning law and financial services, he’s able to seamlessly integrate estate planning and preservation of family wealth. Justin obtained his JURIS DOCTORATE, from Appalachian School of Law (Virginia) and he holds FINRA Series 7, 66 and NC Life Insurance Licensures. Justin is gifted in assisting families with the creation and administration of estate plans and he readily uses his estate planning and financial planning knowledge to help families maximize wealth transfers and minimize estate tax consequences. In addition to being licensed to practice law in the State of North Carolina and the Commonwealth of Virginia, Justin is also licensed as an Accredited Estate Planner and Estate Planning Law Specialist (AEP®, EPLS) recognized by the ABA accredited Estate Law Specialists Board, Inc. He is also a proud graduate of Appalachian State University. Please don’t get him started. Go Mountaineers!
Melina Whitlock - Client Services Coordinator
Melina is Logan’s wife and Linus’ daughter-in-law. She serves as our esteemed Client Services Coordinator. Her skills as a former software engineer, scientist and mathematician are particularly valuable to our team and to our clients’ overall financial organization. Melina brings a unique perspective and analytical mindset to our team. She leverages her diverse background to solve complex problems, connect with you and enhance the client experience. Melina is a graduate of Salem College with a BS in Biology and Biochemistry and a minor in Mathematics. Whenever you have questions or concerns, or you just need to reach us, please call Melina. She is incredibly friendly and talented. She knows where we all are, and she will make sure that you are happy.