Our Team

Our Team

Ashley Hunt

Office Manager

704-917-9096

Ashley joined the team at Wellington Financial taking on the role of Office Manager in 2016. Although Ashley just began a working relationship with Danielle, the two have been friends for over 30 years.  It is because of this close friendship that their work relationship works so seamlessly.

Ashley has worked in the customer service and administrative fields for many years.  Specifically, she has an administrative background in the insurance and accounting industries. This experience has helped her hone both her organizational and personal interaction skills.  She strives to run an orderly office and enjoys getting to know clients on a personal level as well as professionally.

The majority of Ashley’s time is spent managing the operational components of Wellington Financial.  Her duties include answering office calls, scheduling client appointments, preparing paperwork and reports for these appointments, and working closely with our home office to ensure proper processing of client paperwork. She also assists Danielle with marketing as well as day-to-day office management. Ashley strives to learn more about the inner workings of the financial industry so she will be better able to assist both Danielle and her clients.

Outside of the office, Ashley enjoys spending time with her husband and their four children.  She and her family are actively involved with their church, Lake Forest. Ashley is also a student of psychology and enjoys dabbling in photography.

Jennifer Lappin

Executive Assistant

704-917-9096

Jennifer is the Executive Assistant to Danielle Maggs at Wellington Financial.  Her duties include greeting clients, answering office calls, scheduling appointments, processing of client paperwork, file management and many other day-to-day office responsibilities.

Jennifer came to Wellington Financial with a background as a Relationship Banker at Aquesta Bank.  Her experience in the banking industry helped to prepare Jennifer for her current position.  She enjoys her role in client relations and takes the responsibilities involved very seriously.  Jennifer looks forward to getting to know clients as she assists with their needs from an administrative perspective.

Jennifer earned her undergraduate degree in Art at Central Piedmont Community College, Charlotte.  She continued her education by obtaining her Bachelors Degree in Anthropology minoring in Sociology at the University of North Carolina.

Jennifer is the oldest of seven children which has made her extremely family oriented.  She resides in Lincoln County with her husband, Aaron, and their two young children.  As members of Holy Spirit Catholic Church, Jennifer and her family are actively involved in the congregation.

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Securities offered through WFG Investments, Inc., Member FINRA & SIPC 
We currently have individuals licensed to offer securities in the states of: NC, SC, and NY. This is not an offer to sell securities in any other state or jurisdiction.

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