Greg Patterson, CKA®, CFP®
Managing Partner and Financial Planner/Advisor
Greg Patterson is managing partner of Atlantic Wealth Management. As a financial advisor, he has devoted over two decades of his professional career to helping individual investors and their families achieve their financial goals. Alongside JA, Greg is responsible for guiding the team’s wealth management practice, where he leads the overall client service and investment experience.
Greg serves as the trusted advisor to many individuals and families who have retired to the Crystal Coast or are working toward retirement. He helps clients build, manage, preserve, and transition wealth through a comprehensive planning process, a team of specialists, and personalized service. As an Investment Adviser Representative of Commonwealth Financial Network®, Greg maintains FINRA Series 7, 63, and 66 securities registrations. He is a CERTIFIED FINANCIAL PLANNER® professional; holds life, health, and long-term care insurance licenses; and is a Certified Kingdom Advisor. Greg earned his bachelor’s degree from the University of North Carolina at Pembroke and completed coursework at the College of Financial Planning.
Guided by his faith and a commitment to community, Greg has served on the advisory boards of the Salvation Army and the Beaufort Historical Association and as past president of the Lookout Rotary Club in Morehead City. He currently serves as a lay leader and member of the worship team at Local Point Church.
Greg and his wife, Melissa, live on their family farm in Morehead City, North Carolina. They have five adult children and six grandchildren. Outside the office, Greg enjoys reading, backpacking, playing the drums, and, most of all, spending time with his family.
Greg Patterson is proud to have been recognized as a Vista Club advisor for 2023—a distinction based on annual production that places him among the top 25 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
James Allen Canady, CPA,®CKA®, CFP®
Partner, CFO, and Financial Planner/Advisor
James Allen “JA” is a partner, financial advisor, and chief financial officer of Atlantic Wealth Management. He maintains the firm’s client-centered focus as he oversees finance and operations, including portfolio analysis and monitoring. JA was born and raised in Clayton, North Carolina. He attended Campbell University, where he received his undergraduate degree in trust and investment management with minors in accounting and financial planning. JA also completed graduate work and earned his MBA at Campbell.
JA has been an active member of the Morehead City community since 2004. He spent nine years in corporate finance and accounting as a CPA, controller, and business consultant, working for two local private companies and briefly for a national accounting firm. Prior to starting Atlantic Wealth Management, JA worked for Wells Fargo Advisors.
JA’s prior experience serves the firm well as he focuses on ways to continually optimize the client experience at Atlantic Wealth Management. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as life, health, and long-term care insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER® professional, holds a North Carolina CPA designation, and is a Certified Kingdom Advisor®.
JA and his wife, Elizabeth, have been married since 2004 and have been blessed with seven children: Reese, Sadie, Eliza, Rosa, Nellie, Jac, and Bennett. They finalized the adoption of Rosa and Nellie in 2019 after fostering for more than two years and finalized the adoption of Bennett in 2024 after fostering for almost four years. JA strives first and foremost to be a Christ-follower both at work and at home. He is an elder at Life Church, where he leads worship. He enjoys being active, playing music, coaching his kids in soccer, and spending time with his family.
James Allen Canady is proud to have been recognized as a Vista Club advisor for 2023—a distinction based on annual production that places him among the top 25 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Tara Gould, CFP,®ChFC®, AFC®
Senior Paraplanner and Relationship Manager
Tara Gould joined Atlantic Wealth Management in May 2021 and serves as the firm’s Senior Paraplanner and Relationship Manager. In this role, she works closely with partners Greg Patterson and James Allen Canady to support clients through comprehensive financial planning, research and analysis, and coordinated service designed to deliver a thoughtful and high-quality client experience.
Tara earned her bachelor’s degree in Finance from the University of Maryland Global Campus and completed her certification in Financial Counseling through the Association for Financial Counseling and Planning Education. She holds the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services and the CERTIFIED FINANCIAL PLANNER® certification issued by the CFP Board. Tara brings an extensive background in financial planning and education, with prior experience serving active-duty military members, retirees, and federal government employees. She currently holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, along with life, health, and long-term care insurance licenses.
Tara and her husband, Adam, a Marine Corps Chief Warrant Officer, share a love for the Crystal Coast and enjoy biking, kayaking, and beach combing. Together, they have a daughter, Avrie, who grew up experiencing the military lifestyle around the world and now resides in North Carolina near extended family. Originally from Eastern North Carolina, Tara enjoys talking about finance at all times, spending time outdoors, and visiting local coffee shops. She looks forward to building meaningful relationships and serving clients through her role at Atlantic Wealth Management.
Jennifer C. Mann, CFP,®CDFA®
Relationship Manager
Jennifer Mann joined the Atlantic Wealth Management team in September 2024 and serves as the firm’s Relationship Manager. In this role, she works closely with partners Greg Patterson and James Allen Canady to provide ongoing advice and consultative support to clients, as well as serve as a primary point of contact for the families, businesses, and nonprofit organizations the firm serves. With over two decades of experience in the financial services industry, Jennifer is passionate about building strong relationships and exemplifies the firm’s values of excellence and integrity.
Jenn earned her bachelor’s degree in Communication Studies from the University of North Carolina at Chapel Hill and received her Executive Certificate in Certified Financial Planning from Duke University. Jenn holds the CERTIFIED FINANCIAL PLANNER® designation, issued by the CFP Board, as well as the Certified Divorce Financial Analyst® designation, issued by the Institute for Divorce Financial Analysts. She holds FINRA Series 7 and 65 securities registrations through Commonwealth Financial Network®, as well as life, health, and long-term care insurance licenses.
Born and raised in Eastern North Carolina, Jenn lives in Morehead City with her husband, Chris, and their daughter, Mallory. They enjoy spending time outdoors as a family and taking advantage of all that life here on the Crystal Coast has to offer.
Mackenzie Sherrard
Senior Client Service Associate and Operations/Marketing Manager
Mackenzie Sherrard joined Atlantic Wealth Management in November 2020 and serves as the firm’s Senior Client Service Associate and Operations/Marketing Manager. In her role, she supports clients and their families by helping deliver a seamless, high-quality client experience while also overseeing key operational and marketing initiatives for the firm. Mackenzie works closely with partners Greg Patterson and James Allen Canady to strengthen client relationships, enhance internal processes, and promote the firm within the community.
Mackenzie earned her bachelor’s degree in English and Business Administration from Georgetown College and her master’s degree in English from the University of West Florida. She brings a strong background in office operations and client service, with previous experience in sales, marketing, and administrative leadership. She holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, along with life, health, and long-term care insurance licenses.
Mackenzie and her husband, Michael, a Marine Corps pilot, cherish the time they’ve spent on the Crystal Coast and the community they proudly call home. They recently transitioned to a new duty station in Iwakuni, Japan, and look forward to returning to the Morehead City in the future. Mackenzie continues to serve Atlantic Wealth Management in a remote capacity, remaining closely connected to clients and the team. She enjoys exploring new places and cultures, staying active, and discovering local coffee shops. She looks forward to continuing to build meaningful connections with the clients and communities she serves.
Noel Rupprecht
Client Service Associate and Director of First Impressions
Noel Rupprecht joined Atlantic Wealth Management in October 2022 and serves as the firm’s Client Service Associate and Director of First Impressions. As the first point of contact for clients and their families, Noel plays a vital role in fostering a warm, responsive, and professional experience. She works closely with partners Greg Patterson and James Allen Canady to support client relationships, coordinate office operations, and assist with the firm’s marketing initiatives.
Noel earned her bachelor’s degree in English Literature, with minors in Political Science and Spanish, from Southeast Missouri State University. She brings a diverse background in business administration, office management, and nonprofit operations. Noel holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as life, health, and long-term care insurance licenses.
Noel and her husband, Paul, recently relocated from the Crystal Coast to Grand Marais, Minnesota, for Paul’s role with U.S. Customs and Border Protection. She continues to serve Atlantic Wealth Management in a remote capacity, remaining a consistent and dedicated resource for both clients and the team. Their oldest daughter, Brittany, lives in Wisconsin and rises early working at a bakery. Their second daughter, Rebekah, resides in Wisconsin with her husband, Andy, serving at a Christian Family Camp. In 2024, they joyfully welcomed their first child and are excited to welcome another in the fall. Noel enjoys spending time with her children and grandchildren, watching football, baking, and writing. She looks forward to continuing to build meaningful connections with the clients and communities she serves.
Jacob Hoyumpa
Associate Paraplanner
Jacob Hoyumpa joined Atlantic Wealth Management in January 2026 and serves as the firm’s Associate Paraplanner. In this role, he coordinates with partners Greg Patterson and James Allen Canady to provide client support in financial planning, analysis, research, and delivering a high-quality client experience.
Jacob earned his bachelor’s degree in Finance from Texas A&M University and served four years as an active duty officer in the United States Marine Corps, supporting Marine Attack Squadron 223 at Marine Corps Air Station Cherry Point. His combined background in finance and military service brings a unique blend of discipline, leadership, and strategic planning to his role.
Jacob and his wife, Rachel, enjoy spending time outdoors camping, hiking, and relaxing at the beach, as well as volunteering with the hospitality team at their church. Jacob looks forward to meeting clients and becoming actively involved in the community.
We are actively seeking individuals who share our passion for serving a higher purpose and are committed to using their talents to help others navigate financial challenges and changing markets wisely. Join us in our quest to empower clients to build a better future for themselves and their loved ones.
We invite you to upload your resume. We will review your qualifications and reach out to you to start the conversation.
