Our Team

Our Team

Our team provides world-class, highly personalized service catered to your specific financial needs and goals.

We value spending time with you face-to-face and building relationships to last a lifetime.

We believe that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone of everything we do—personally and professionally.

We are held to the standard of fiduciary for our clients and act in utmost good faith to serve your best interest.  

We are committed to being your most trusted advisors.

Get to know us  


Click on each photo to learn more about your financial team. 

Greg Patterson, CKA

Managing Partner and Financial Advisor

Greg Patterson is managing partner of Atlantic Wealth Management. As a financial advisor, he has devoted almost two decades of his professional career to helping individual investors and their families achieve their financial goals. Along with JA, Greg is responsible for guiding the team’s wealth management practice, where he leads the overall client service and investment experience.

Greg is the trusted advisor to many successful individuals and families who have retired to the Crystal Coast or are working toward retirement. Through his work, he endeavors to help his clients build, manage, preserve, and transition wealth using a planning process, a team of specialists, and personalized service. As an Investment Adviser Representative of Commonwealth Financial Network®, Greg has worked extensively in the field of financial management and maintains the FINRA Series 7, 63, and 66 securities registrations, as well as life, health, and long-term care insurance licenses. He earned a bachelor’s degree from the University of North Carolina at Pembroke, as well as completed coursework from the College of Financial Planning, and is a Certified Kingdom Advisor.

Acting on his faith and strong desire to give back to his community, Greg is active as an advisory board member with both the Salvation Army and Camp Albemarle and serves as the current president of his Rotary club. In addition, he remains very involved in his local church as a lay leader and member of the worship team.

Greg and his wife, Melissa, have five adult children and live in Morehead City, North Carolina, on their family farm. Among his interests away from the office are reading, spending time with his family, backpacking, and playing the drums.

founders_seal
 

Greg Patterson is proud to have been recognized as a Founder's Club advisor for 2020—a distinction based on annual production that places him among the top 37 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's 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 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 an 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 part 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 currently holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, as well as life, health, and long-term care insurance licenses. He also 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 six children: Reese (7), Sadie (5), Eliza (3), Rosa (3), Nellie (3), and Jac (<1 year). They finalized the adoption of Rosa and Nellie in 2019 after fostering for more than two years. In the community, JA serves on the Carteret County Historical Society Board. JA strives first and foremost to be a Christ-follower both at work and at home. He leads worship at Life Church and enjoys being active, playing music, and spending time with his family.

founders_seal
 

James Allen Canady is proud to have been recognized as a Founder's Club advisor for 2020—a distinction based on annual production that places him among the top 37 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's 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.

Mackenzie Sherrard

Client Service Associate and Director of First Impressions

Mackenzie Sherrard joined the Atlantic Wealth Management team in November 2020 as the firm’s Client Service Associate and Director of First Impressions, serving as the first contact for clients and their families. She coordinates with partners Greg Patterson and James Allen Canady to successfully market the firm and serve client relationships and operational needs of the office.

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 has an extensive background in office operations and client service, previously serving in sales, marketing, and administrative roles.

Mackenzie and her husband Michael, a Marine Corps officer, are glad to be on the Crystal Coast where they enjoy offshore fishing, exploring the local area, and volunteering in the community. Originally from Louisville, KY, she enjoys reading and spending time outdoors enjoying the beautiful coastal weather. Mackenzie is looking forward to meeting you and becoming active in all that our community has to offer.

Rachel Tankard

Finance Intern

Rachel Tankard joined Atlantic Wealth Management in March 2021 as a Finance Intern while she completes her finance degree at the University of North Carolina Wilmington. Rachel and her husband Stephen, owner of Tankard Turf and Landscaping, are glad to be back on the Crystal Coast where they enjoy riding their bikes downtown, exploring local shops and restaurants, and sharing their love for the water with their two-year-old son Luke. Originally from New Jersey, Rachel returned to Eastern NC after her service in the U.S. Navy.  She will help the firm in providing client support and is looking forward to learning more about the finance and wealth management field.

Tara Gould, CFP®, ChFC®, AFC®

Paraplanner

Tara Gould joined the Atlantic Wealth Management team in May 2021 as the firm’s Paraplanner. In this role, she coordinates with partners Greg Patterson and James Allen Canady to help provide client support as it relates to financial planning and analysis, research, and delivering a 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 of Financial Counseling and Planning Education.  Tara earned the designation of Chartered Financial Consultant from The American College of Financial Services in addition to the CERTIFIED FINANCIAL PLANNER™ certification issued by the CFP Board. She has an extensive background in Financial Planning and Education and previous roles serving active duty, retired military, and Federal government employees.  

Tara and her husband Adam, a Marine Corps Warrant Officer, are glad to be on the Crystal Coast where they enjoy biking, kayaking, eating seafood, and riding in the Jeep with the top down.  Together they have a 14-year-old daughter,  Avrie, who attends Gramercy Christian School. Originally from Eastern NC, Tara enjoys talking about Finance at all times, spending time outdoors, and visiting local coffee shops. Tara is looking forward to meeting you and becoming active in all that our community has to offer.