CERTIFIED FINANCIAL PLANNERS™
WHO WE Are
We are a Charlotte, North Carolina wealth management firm serving the local community and beyond. Our team of CERTIFIED FINANCIAL PLANNERS™ work virtually or in person with our clients.
Todd started Calamita Wealth because he was tired of working in a broker-dealer environment where products and production mattered more than serving the client. He wanted to offer more robust financial planning that more effectively addressed the tax and retirement planning issues clients face.
Todd earned his Bachelor of Business Administration in 1993 from Ohio University and his Master of Business Administration in 1997 from the Weatherhead School of Management at Case Western Reserve University in Cleveland, Ohio.
Todd holds the CERTIFIED FINANCIAL PLANNER™ designation. He has been featured in the Financial Bootcamp series on WCNC-TV, Charlotte’s NewChannel 36 and quoted in The Charlotte Observer. Todd has also been guest columnist for the Charlotte Weekly newspaper.
Todd met his wife, Teresa, while they were in college, and they have two young boys, Colin and Cameron.
Meeting Britton, you will clearly find that he has held a lifelong passion for financial planning and helping others. Britton has defined his career today by always looking forward to seeing how he can guide each individual client by meeting them where they are, so he can build on what they value most. This is evident throughout Britton’s life as seen in his community service, and the care and love he cultivates in raising his family.
As a wealth manager at CWM, his focus is on always doing what it takes for our client’s interest. Britton has over a decade of experience as a financial advisor, and in his current role he specializes in carrying out financial planning and investment management for people ages 50 and over with the highest of diligence, prudence, and care, with a view of the client’s overall goals and preferences.
Britton graduated from the University of North Carolina Wilmington with a degree in Business Administration.
Originally from North Carolina, Britton lives in Raleigh with his wife Stephanie raising their two beautiful boys James and Rankin.
Lacey Garcia CFP®
Lacey is responsible for working with the team in the operations area as well as for the ongoing maintenance and innovation of the company’s client management system.
Lacey is a CERTIFIED FINANCIAL PLANNER™. Lacey holds a Bachelor of Science degree in Human Development and Family Studies and a Master of Science degree in Personal Financial Planning from Texas Tech University. Lacey has held various board level positions with the DFW Financial Planning Association.
Lacey and her husband, Sergio, live in Dallas. Together they enjoy movies, nice dinners out, reading and casual travel.
Susan Chesney, MSFP, CFP®
Senior Financial Planner
Sue is the founder of Delegated Planning. Sue works behind-the-scenes with our team to provide analysis of our clients’ Financial Plans. Sue has completed thousands of financial plans over the last two decades. Sue understands just crunching numbers is not what financial planning is all about.
“I focus on helping the advisor to understand the pressing issues, work through various strategies to tackle them, and clearly communicate the necessary actions without overwhelming the client. The delivery of advice and the ability to implement the agreed upon recommendations are the heart of financial planning. Honestly, I just love helping others, whether that’s clients, advisors or (ideally) both.”
Sue graduated with a Bachelor of Science in Commerce from the University of Virginia and earned a master’s degree in Personal Financial Planning from the College for Financial Planning. Sue attained the CERTIFIED FINANCIAL PLANNER™ designation over 15 years ago. Sue continues to expand her planning knowledge through various memberships in study groups, attending conferences and webinars, as well as reading and listening to industry media. Sue is also member of the National Association of Personal Financial Advisors (NAPFA) and directs the Denver local study group, which meets bi-monthly to discuss relevant topics and collaborate with our peers.
Disclosure: Sue Chesney is an independent contractor and not a W-2 employee of Calamita Wealth Management
Client Service Specialist
Stephanie is responsible for various administrative duties including processing client service requests and handling the daily operations of the firm.
Stephanie began her career in Financial Services in 1992 with Prudential Insurance and went on to work for other firms such as Dean Witter and Vestek. She graduated from Kent State University with a Bachelors in Business Administration in Finance.
Stephanie is an Ohio native and has been married to her husband, David, since 1995. They have three children, Kaelyn, Haleigh and Gabriel. She enjoys camping, gardening, quilting and reading.