Meet Our Staff Members

Rick McClanahan
Designation : Founder / CEO

Rick has been working in the financial sector for over 18 years, helping clients protect their assets and invest wisely. His success in his financial practice led to an overwhelming desire to educate people about their finances and to give back to his community. Thus was born The American Financial Education Alliance.
After graduating from high school Mr. McClanahan served 8 years on three different ships in the United States Navy and is a proud veteran of Desert Shield and Desert Storm. While serving our country he worked in the ship's finance departm.........

Jeremy Bryant
Designation : Chief Operations Officer

Jeremy grew up in the Lakes Region area of New Hampshire and graduated from Saint Anselm College – Magna Cum Laude with a B.A. in Biology in 2001. He then moved from NH to Kannapolis, NC where he started his career as a Financial Advisor with a career agency. In January 2011, he decided to become an Independent Advisor to offer more comprehensive planning options. In April 2011, he helped in the creation of AFEA. Jeremy moved to China Grove, NC in 2005 where he now lives with his wife, Camden.  Together they raise their two Children, Reese .........

Katherine Lesch

A 3rd generation Charlottean by both sides of her family, Katherine brings to AFEA a strong passion for creating and maintaining each relationship she forms through work and always aims to please. She studied at both North Carolina State University in Raleigh, NC and King's College in Charlotte. She has previous experience in the marketing field as well as the customer service arena.  Outside of work she can most often be found accompanied by a childhood friend, fellow Charlotte native, and husband, Adam, with their two sons, Landon and .........

Holly Taylor

Holly came to AFEA from a prior position as a Customer Service Specialist, which makes providing excellent service second-nature for her. She also brings strong interpersonal and communication skills to her current position as a Chapter Development Specialist. This has allowed her to easily create relationships with financial professionals across the country that are interested in joining our alliance.

Holly was born and raised in South Carolina, but currently resides in Charlotte, NC- wh.........

Carly Childs
Designation : Onboarding Coordinator

Carly Childs was initially hired as an administrative assistant at AFEA, but quickly transitioned into the position of Onboarding Coordinator. Her education and employment history are as diverse as her interests are, though she has spent the 12 years before joining the AFEA team in the Marketing and Social Media arena. In her current position, Carly appreciates the opportunity to ‘meet’ so many wonderful people from across the country, and assist them as they begin their journey with the organization.

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Jenny  McClanahan

Jenny was born in Burbank California and has called Charlotte, NC, home since the age of six.

Jenny has an extensive background of almost 30 years in customer service. Her experience in many different fields has built an impressive portfolio of skills and abilities of which she brings to AFEA. She spent 12 years in the automotive industry and  almost 10 years as a medical device sales rep to area hospitals.

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Kaeleen Bruce

Kaeleen is a graduate of Kings College where she earned her degree in Business and Office Administration. She brings a strong passion for customer service and problem solving to AFEA, and believes that her work is not done until her customers are satisfied. Although she is from High Point, NC she now calls Concord, NC home. Outside of work she can be found accompanied by her husband, Casey, and their son, Hudson, along with their two dogs, Payton and Harper. In her spare time, Kaeleen enjoys being with family and friends, traveling, watching movies, and going to concerts.

Tricia  Geddings
Designation : Academic Coordinator

Patricia is a student at Queen’s University in Charlotte, NC where she will earn a Bachelors Degree in Nursing next spring. She spent six years as a combat medic and licensed Practical Nurse in the Army before becoming a stay at home mother to six kids. Patricia believes in hard work and perseverance and follows the old adage “work smarter not harder."

Teri Carano
Designation : Academic Coordinator

Teri came to AFEA from a prior position as an Event Coordinator where she supported top nationally recognized real estate agents and instructors across the country. Her skill set makes providing excellent customer/client service second nature for her. She has a strong passion for professionalism and brings strong interpersonal and communication skills to her current position as an Academic Coordinator. This has allowed her to easily create relationships with financial professionals across the country that are interested in joining our alliance. Teri was born in Massachusetts but now has lived in Charlotte for almost 20 years. In her free time Teri enjoys watching football, traveling and b.........

Alyssa Lubag
Designation : Academic Coordinator

Before moving to Charlotte, North Carolina in 2017, Alyssa was born and raised in Northern Virginia where she spent the first half of her college career at a local Community College to then transfer to The University of North Carolina at Charlotte. Alyssa is a graduate of The University of North Carolina at Charlotte where she earned her bachelor’s degree in Communication Studies with a concentration in Mass Media. With her several years of experience in customer service, Alyssa also adds her creative spirit to the AFEA Team. As an Academic Coordinator, Alyssa enjoys creating relationships, giving guidance, and helping financial professionals fulfil their goals as financial educator.........


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