Broker Check

Our People

Logan Whitlock, CFP®

Financial Advisor

336.218.9344

336.547.9477

Logan helps his clients visualize and achieve their financial goals through a holistic, individualized planning approach. He is a graduate of Furman University in Greenville, South Carolina.  Logan is also a Military Intelligence Captain of the South Carolina Army National Guard. He is a Certified Financial PlannerTM professional, has passed the FINRA Series 7 and 66 exams, and has both the NC Life & Health and NC Long-Term Care insurance licenses.

George McClanahan, CPA

Financial Representative

336.547.9999

336.547.9477

george@WisdomWealthCare.com

George McClanahan serves as Financial Representative for Wisdom Wealth Care. He is a trained CERTIFIED PUBLIC ACCOUNTANT (CPA) with over 10 years of experience. His accounting background and his financial services acumen, which include his FINRA Series 7 and 66 registrations, give him a unique set of skills, experience, and knowledge to assist our clients and their businesses with various tax-centric financial strategies.

He endeavors to provide a comprehensive, solutions-focused approach, that treats each client as an individual and begins with an understanding of their unique risks, opportunities, and goals. 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.

Linus A. Whitlock, CFP®

Financial Advisor

336.218.9344

336.547.9477

For more than 30 years, Linus has helped clients and families make thoughtful financial decisions with greater clarity and confidence. His commitment to understanding each client’s needs, values, and dreams has helped shape the personal approach to financial planning at Wisdom Wealth Care.

As Linus prepares to retire at the end of 2026, his son, Logan Whitlock, has assumed the roles of team leader and lead advisor. This transition carries forward Linus’ dedication to education, personal service, and lasting client relationships.

Linus is a CERTIFIED FINANCIAL PLANNERTM professional that believes in helping clients acheive their goals through a better understanding of their options and making informed financial decisions. 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 benefited 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. 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. 

Justin Plummer, AEP®, EPLS

Financial Advisor & Attorney

336.218.9344

336.547.9477

Justin Plummer assists families throughout North Carolina and Virginia with navigating the creation and administration of estate plans in order to maximize wealth transfers while minimizing taxes and other legal 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) by the ABA accredited Estate Law Specialists Board, Inc.

He is a graduate of Appalachian State University (B.S. in Psychology and B.S. in Political Science/Pre-Law) and the Appalachian School of Law (Virginia). Having a vast background in estate planning with the addition of holding a FINRA Series 7 and 66 registrations as well as a NC Life Insurance License gives Justin a unique perspective when advising families on the creation and preservation of family wealth for the future.

Melina Whitlock

Director of Operations

336.218.9344

336.234.1112

336.547.9477

melina.whitlock@wisdomwealthcare.com

Melina Whitlock serves as Director of Operations at Wisdom Wealth Care, overseeing daily operations and helping clients feel informed, supported, and connected to their financial team. She coordinates client service, manages internal processes, and works closely with the advisors to provide a welcoming and organized experience.

With a background in software engineering, science, and teaching, Melina brings an analytical mindset and a practical approach to solving problems. She enjoys simplifying complex information, improving how the team works, and helping clients navigate questions and next steps with confidence.

Melina earned her Bachelor of Science in Biology and Biochemistry, with a minor in Mathematics, from Salem College. She has also passed the FINRA Series 7 and Series 66 exams, further expanding her knowledge of financial services.

Whether you need help with paperwork, scheduling, or reaching your advisor, Melina is a familiar point of contact who is dedicated to making your experience with Wisdom Wealth Care a positive one.

Pamela Sanchez Diaz

Client Services Associate

336.218.9344

336.547.9477

pamela.diaz@wisdomwealthcare.com

Pamela serves as our Client Services Associate and is dedicated to ensuring that every client’s experience is smooth, organized, and welcoming. In her role, she assists with a wide range of client-focused tasks and works closely with our team to help clients feel informed, supported, and cared for throughout every step of the process.

As a graduate of Salem College with a BS in Business Administration, Pamela brings a strong foundation in communication, organization, and service to our team. Her background in hospitality and volunteer community work has shaped her thoughtful, people-first approach and her passion for helping others.