Our Team

Gone are the traditional foundations of retirement income—most people don’t have pensions, Social Security is in question. We are facing a slew of challenges previous generations never had to worry about: longevity, increased market volatility, long-term care. A tweet from across the country can affect the value of your portfolio, and because you are relying on this portfolio to provide a retirement income, that causes a lot of stress about how to spend this money.

Nowhere on your 401(k) statement does it tell you how much money you can take out this year, or how to adjust for inflation, or how much you can live on for the rest of your life. Conventional wisdom tells us: To retire successfully you have to hit a certain number. And yet achieving that number has nothing to do with ensuring you won’t run out of money.

My name is Mark Henry, and as the CEO and Founder of Alloy Wealth, I want to see you achieve a balance between knowing what you can spend without the fear of running out. The goal is to use this money! To travel, to bless others, to do what you want—this is what I call Living Large and it’s the foundation of what I talk about on my radio and TV show. To retire successfully today requires us to be better stewards of what we have so that more of it is available for tomorrow. Doing that takes a different style of planning than what we’ve done before.

I know this because, on Monday, October 19, 1987, I watched my father lose the retirement of his dreams. My parents lost over half their retirement savings in a single day. My dad had no control over when Black Monday would happen. Nobody does. But we do have control over what we do with our assets now.

I’ve been working in the finance and business sectors throughout my 30-year career. In 2011, I founded Alloy Wealth to help people get a written plan because success is about more than just achieving the right numbers. An alloy is a combination of several metals that are stronger when used together than when used alone. Being held to the fiduciary standard of care, we as a firm always do what’s in our clients’ best interest and being independent gives us the freedom to choose multiple solutions to make your plan stronger. But more importantly, we start every plan with the end in mind by asking the question, “What are you trying to do?”

Most people want to accomplish more than just good returns; they want a good life. So you tell me, what does success look like to you 10 years from now? When you have a holistic plan, one that addresses taxation, inflation, market risk, and the rising cost of healthcare, one that can get you to age 90 with some kind of a financial cushion left, then you have true balance. This is the benefit of having a written plan—the freedom to do more and be more during retirement— and this is what I want for you.

Since 2013, Erica has been an integral part of Alloy Wealth, where she fosters a true culture of family by ensuring every client receives a first-class experience. Whether meeting in person, connecting online, or speaking over the phone, she makes each interaction personal—because at Alloy Wealth, clients are never just a number.

Building lasting relationships is the part of her work she treasures most, but Erica also wears many hats. As Chief Compliance Officer, she ensures that all marketing materials are accurate, transparent, and never misleading in a highly regulated industry. Working hand-in-hand with the firm’s CEO, she develops policies and procedures while overseeing new business processing to ensure timeliness and carrier compliance. In her role as Operations Manager, Erica supervises daily staff workflow, coordinates travel and events, and manages human resource matters. Drawing on her background as a former educator, she also helps anticipate and troubleshoot challenges for the firm’s educational workshops and client events.

Erica began her career in financial services through the insurance industry, where she built a strong foundation of carrier knowledge, processes, and client service best practices. Before transitioning into finance, she served as an instructor at Gaston College, sharpening her skills in communication and leadership.

A proud graduate of Belmont Abbey College, Erica earned her Bachelor of Arts degree with honors, after first completing her Associate of Arts degree—also with honors—at Gaston College. Outside the office, she loves spending time with her family, which includes her husband, three children, a son-in-law, and two beautiful granddaughters who keep life joyful and busy.

As a business and financial planning graduate, Hunter joined the team at Alloy Wealth in an official capacity in 2018. He handles all marketing-related items, from the newsletters he writes to the stock market videos he creates to help clients stay informed and up to date. He also handles the administration work and assists with the planning of firm events.

As the oldest son of the firm’s CEO, Hunter grew up watching his father make a difference in the lives of his clients by helping them to understand and achieve their goals. His favorite part of the job today is doing his part to create fun and memorable experiences for the clientele, whether it’s the annual Christmas party or fun videos that clients will receive from the team. He prides himself on his ability to treat clients to an unmatched experience and believes that the atmosphere created at Alloy Wealth can’t be replicated anywhere else.

Before working at Alloy Wealth, Hunter studied to earn his Bachelor of Business Administration (BBA) degree at Liberty University. He also worked as a camp counselor at Chop Point Camp and volunteered at the local humane shelter and Ridge Church, where he was always on time and ready to help with whatever was needed.

When not in the office, Hunter can be found playing with his two Siberian husky twins, Kora and Chaco. On weekends he attends car shows and takes frequent strolls outside at the local dog park.

With his dedication to a true client partnership, Tyler was welcomed into the Alloy Wealth Management family in 2021. He has a process and a passion for understanding the needs of his clients and building personalized wealth strategies and retirement plans. He prides himself in his ability to help his clients stick with the plan and to live in vision rather than at the mercy of circumstance. When you work with Tyler, you get more than just a financial advisor, you get a partner who will help you through the rest of your life.

Before joining Alloy Wealth, Tyler’s career in the financial services industry began in 2011 on Wall Street. He worked in New York City as an investment advisor at Edward Jones, Newbridge Securities, and Investors Capital. A graduate of Johnson & Wales University, Tyler majored in financial services and management with a concentration in investments.

In 2019, Tyler relocated to Charlotte to be closer to family after the birth of his first son. Tyler and his wife, Val, spend a lot of time with their family. They have two sons, Weston and Colson. Tyler coaches his son Weston’s baseball team, as well as his son Colson’s T-Ball team. When not in the office, Tyler can be found golfing, on the baseball field or out relaxing by the pool with family and friends.

Jonathan Kirk has been in the financial services industry since 2010. Jon brings a true enjoyment of the investment world to the Alloy Wealth family. Joining the team in 2022 as an Accredited Asset Management Specialist, Jonathan meets with clients, conducts portfolio reviews, and tracks their progress towards set goals. But the most rewarding part of his job is helping clients find confidence in their plan. Most folks come into retirement without having an active plan or strategy in place. Jonathan takes pride in his ability to listen and guide you from the first appointment to the last so that you can sleep better at night, knowing you have a plan in place and that someone has your back.

A graduate of Appalachian State University, Jonathan earned a Bachelor of Business Administration with a double major in financial services and economics. After working as a loan officer in the banking industry for several years, he transitioned and trained as a financial advisor, working at Edward Jones for three years. His favorite part of being an advisor is building long-term client relationships, and by working at an independent firm, he can now access a full range of the tools and investment services his clients need.

Jonathan and his wife Rimes have two boys together—Grayson and Henry. When not in the office helping his clients, Jonathan can be found with his family, fly fishing, camping, or spending time together in the great outdoors.

Michael Lacy is a financial advisor who helps people to develop and achieve their financial goals. He has a passion for helping his clients move from uncertainty to confidence with their money and prides himself on his ability to simplify complex situations by leveraging effective strategies. A Certified Financial Planner with over 15 years of experience, Michael holds himself to the fiduciary standard of care and has an in-depth knowledge of all areas related to finance that will affect your life, including wealth management, investment allocation, taxation, retirement income, and estate planning. He specializes in helping people to prepare for retirement. In the same way that you flip on a light switch and know that the light will come on, he wants his clients to know that they will reach their financial goals without having to give a second to worry. His favorite part of the job is hearing clients say, “I feel so much better,” after taking the steps to get a financial plan in place.

Before joining the team at Alloy Wealth, Michael served as a Private Client Advisor with JP Morgan. He holds a master’s degree in Personal Financial Planning from the College for Financial Planning and a bachelor’s degree from Southwestern Assemblies of God University. 

Out of the office, Michael serves on the board of Red Roots Ministries, a missionary organization serving communities in Bolivia. He is married to Alexandria, and together they have two children.  When not in the office, Michael can be found spending time with his family, cooking, playing golf, and honing his dad-joke skills.

Marcel Kelley joined Alloy Wealth Management in 2026 as a Financial Advisor, where he works closely with clients to understand their financial goals and develop personalized strategies to help them achieve long-term success. His primary responsibility is meeting with clients to review their financial plans, ensuring each recommendation aligns with their unique needs, priorities, and vision for the future.

Marcel’s favorite part of his role is building relationships. He enjoys meeting new people and learning how they arrived at their current financial positions and accumulated their wealth. Known for his adaptability and approachable style, Marcel strives to ensure every client feels valued and understood—not like just another number. He takes the time to learn about clients’ families, dreams, and aspirations so he can deliver a truly personalized and memorable experience while demonstrating the value Alloy Wealth Management provides.

Marcel brings 10 years of experience in the financial services industry. Prior to joining Alloy Wealth Management, he served as a Lead Advisor at an independent firm in Houston, Texas. He has worked in the industry since graduating college, driven by a genuine desire to help people make confident financial decisions.

Marcel holds a Bachelor of Science in Economics from Oregon State University. Outside of the office, he enjoys staying active and competitive through sports, both watching and playing. He also enjoys working out, hiking, kayaking, fishing, and hunting, and values spending time outdoors whenever possible.

Helping people build financial plans is not just a job for Chaz Hammond-it’s a passion. Chaz has seen how money impacts multiple areas of people’s lives, and when you meet with him about your finances, he comes prepared with an open mind to listen and get to know you. When building-out financial plans, he sets about the process with integrity and enthusiasm, his goal being to help you feel prepared and excited about retirement. He takes great pride in his ability to educate others about the best financial strategies to help them achieve their goals. He joined Alloy Wealth to be part of an independent firm, held to a fiduciary standard, that feels like family and is proud to serve alongside a team of professionals that supports its clients every step of the way-before and during retirement.

Before joining Alloy Wealth, Chaz served for over three years as a financial adviser at Equitable Advisors in Charlotte. He earned a Bachelor’s in Finance and Banking from Appalachian State University. A mentor in the Charlotte community, he serves as a volunteer tutor to elementary students in math with Heart Math Tutoring, a nonprofit organization dedicated to giving young minds a strong foundation in math through one-on-one coaching.

Chaz is married to Anna, and together they have two daughters. When not in the office or performing superhuman feats as “Dad,” Chaz can be found working out, visiting the mountains, or spending time with friends.

Luke Luciano is an advisor who is just as eager to get to know you as he is to work with your numbers. Helping clients achieve their financial goals is his favorite part of the job, but he sincerely looks forward to meeting new people, hearing their stories, listening to concerns, and learning about their lives. If you’re nervous about meeting with an advisor for the first time, Luke will set you at ease with his ability to connect with strangers and part as friends. He takes pride in running productive meetings so that you always leave feeling glad you came. He strives to build financial plans that create security and peace of mind. His ultimate goal once you become a client is to help you feel comfortable and confident as you enter retirement, ready to enjoy this new phase in your life.

From a very young age, Luke knew that he wanted to study finance. When the financial crisis of 2008 happened, and watching the aftermath of how that impacted people’s lives inspired him to learn everything he could about money management. Luke majored in Finance at West Virgina University, where he earned his bachelor’s degree. He has over four years of experience in the financial sector, working as a licensed banker and small business specialist at J.P. Morgan Chase before joining the team at Alloy Wealth.

When not in the office, Luke can be found with his girlfriend, Sam, going out or watching movies with their pampered cat, Mao. He also enjoys talking with his family and playing video games.

CJ joined Alloy Wealth Management in 2026 as an Associate Adviser, where he supports the firm’s day-to-day operations across administrative, operational, and strategic functions. He enjoys creating effective solutions in complex environments and takes pride in encouraging and supporting those around him to achieve a desired outcome.

CJ is passionate about helping clients feel confident in their financial plans for retirement and is driven by a desire to see them succeed beyond their wildest dreams. Known for his strong organizational skills and steady leadership, he brings a thoughtful, solutions-oriented mindset to everything he does.

Before joining Alloy Wealth Management, CJ served 18 years in the U.S. Army as a senior logistics officer. His military career sharpened his ability to manage resources, plan strategically, and lead with integrity, skills that translate seamlessly into financial planning and client service. He has always had a natural aptitude for managing money and is motivated by helping others succeed on their own financial journeys.

CJ holds a degree in Business Management from Liberty University. He and his wife are active members of Forest Hill Church in Fort Mill, South Carolina, where they serve as greeters and volunteer in the nursery. Outside of work, CJ enjoys spending time with his wife and son, along with their two golden retrievers. He stays active through running, volleyball, golf, and swimming, and is rarely found sitting still.

As someone who enjoys cleaning (really!) and staying organized, Courtney Hooper is a valued member of the Alloy Wealth team. Joining in January of 2022, Courtney prides herself in her ability to create warm, positive vibes and a friendly environment where people feel welcome and at home. Her duties at Alloy Wealth include greeting clients, scheduling events, and building client relationships. A ten-year veteran in the customer service industry, Courtney excels at ensuring everyone who comes through our door feels appreciated and safe, and she wants clients to know they are in good hands with the fiduciaries at Alloy Wealth.

Courtney earned her Associates in Business Administration with a concentration in marketing and retail, and a certificate in event specialization. When not in the office, she can be found at the Whitewater center with her two dogs. She also enjoys spending time with family and friends, cooking, relaxing, or seeking out volunteer opportunities in her community.

Originally from northwest Georgia and a resident of South Carolina since 2009, Leianna joined our Greenville office in 2022 after moving to the area in 2013. In her official capacity as our Director of Client Relations, she prides herself on her ability to welcome and connect with all types of people. She also has beautiful penmanship. Her duties at the Alloy Wealth Greenville office include greeting clients, scheduling events, and building client relationships. A five-year veteran of the health benefits industry, Leianna is no stranger to customer service and wants everyone who comes through our door to feel comfortable and secure.

Leianna has participated in the annual Auction for a Kaws charity event, a non-profit organization dedicated to promoting the compassionate treatment of animals in our community. She has also volunteered with her daughter at the PAWS Animal Shelter to help rehabilitate homeless and injured pets. Leianna and her daughter like to stay active and can often be found hiking, roller-skating, or adventuring around Charleston.

As Director of Case Management, Caleb Crouch plays a key role in supporting both advisers and clients on a daily basis. With five years of experience in the financial services industry, Caleb is dedicated to providing seamless support and ensuring every client feels valued and cared for. He takes pride in his ability to adapt and grow when faced with new tasks or challenges, always striving to deliver the highest level of service.

Caleb holds a Bachelor of Arts degree in Political Science from UNC–Charlotte, where he focused on business, communications, and research. His education and experience have equipped him with the skills to navigate complex situations and foster strong relationships with clients and colleagues alike.

Outside of work, Caleb enjoys spending time with his girlfriend and can often be found exploring—whether it’s discovering hidden gems in the city, relaxing at the beach, or adventuring in the mountains.

The first step toward building a trusting relationship is making people feel comfortable, and Alexandria Lacy is an expert in that field. She brings an innate ability to relate well to others and excels in her ability to organize and improve outcomes. As the first person to greet visitors at Alloy’s Huntersville office, she will help set you on course to feel more secure about your financial future than when you walked in the door. Alex plays an integral role in case management and assisting with events in the Huntersville area.

Alex comes to Alloy Wealth after 14 years of experience in the healthcare industry where she worked in management positions in primary care, orthopedics, and plastic surgery. She is dedicated to helping make a difference in people’s lives. She believes that people’s physical and financial well-being are both important to their overall health and happiness.

Alex holds a Master of Public Administration degree and a Bachelor of Arts in Communication Studies, both from West Virginia University. She is a graduate of Leadership West Virginia and is a former president of the West Virginia Medical Group Management Association. When she’s not in the office, she enjoys spending time with her husband, Michael, her daughter, Eleanor, and her son Graham. Alex also enjoys traveling, watching sports (especially the West Virginia Mountaineers), and wandering the aisles of Target by herself.

Daniel is a graduate of Western Carolina University. He joined Alloy Wealth as an intern in June 2021 and has been a valued and reliable part of the team ever since.

Known for his punctuality and strong work ethic, Daniel supports the advisory staff by taking on a wide range of tasks to help keep the office running smoothly. He takes pride in completing assignments efficiently and isn’t afraid to ask thoughtful questions when something is unclear—always aiming to learn and grow.

Daniel’s favorite part of working at Alloy Wealth is the people. He deeply values the firm’s family-like culture and enjoys seeing the long-term relationships built between advisors and clients. Being part of a team that empowers individuals with financial knowledge and guidance is something he’s proud of.

Daniel also holds an Associate of Arts degree from Stanly Community College.  Outside of work and school, Daniel enjoys watching and playing sports—especially basketball—spending time with family and friends , and enjoys interactive strategy and team-based video games, which he finds to be a fun way to unwind and sharpen critical thinking and problem-solving skills.

Since joining Alloy Wealth Management, Mark has played a key role in enhancing the technology that empowers clients to build a confident financial future. With a solid foundation in software engineering, Mark brings experience from the insurance and banking industries, where he developed benefits management software and scalable marketing technology.

A self-taught software developer since 2007, Mark blends technical expertise with a passion for innovation. Originally from Hickory, NC, and with family roots in Philadelphia, PA, he transitioned into tech after earning a degree in Air Traffic Management from Broward College in Pembroke Pines, Florida. Before his tech career, Mark worked as an Airport Operations Specialist at Fort Lauderdale Airport, where he honed his problem-solving skills in a fast-paced environment. He still holds his love for aviation.

Outside of his professional work, Mark has spent the past five years involved in video production, both in live and post-production environments. His weekends were often dedicated to filming and editing for the same dirt bike racing series in which he competed. Additionally, Mark enjoys flying drones, building custom electronics, and tackling construction projects at his new house. In his free time, he works on personal software development projects with the goal of launching his own impactful application.

Mark’s diverse skill set and dedication to both technology and creative endeavors make him a valuable asset to Alloy Wealth Management, where he continues to drive technological advancements that benefit clients.