Personalized, Patient, Flexible, Client-focused

At TEAM Investments we provide personalized, flexible, solution-based investment management and financial planning to our clients. We believe in creating a portfolio of assets tailored to fit our client’s financial needs, risk tolerance and values. The goal of our client-focused approach is to develop long-term relationships and foster trust with clients as we help them achieve their financial goals and advise them through life’s financial decisions.
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Office locations

TEAM Wealth Chapel Hill
Larry McManus, CFP®
Vice-president
1525 East Franklin Street
Chapel Hill, NC 27514
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p. 919.942.8145
f. 866.617.1732 (secure line)
e. larry@teamwealthinvestments.com

TEAM Wealth Amherst
Jennifer Johnsrud, CAIA®
President
417 West Street Suite 101
Amherst, MA 01002
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p. 413.256.TEAM (8326)
f. 866.617.1732 (secure line)
e. jennifer@teamwealthinvestments.com

OUR TEAM

Jennifer Johnsrud, CAIA®
President and Co-founder
Jennifer Johnsrud, CAIA®, is the President and Co-founder of TEAM Wealth Investments
Larry McManus, CFP®, CRPC®, MFLC®
Vice President and Co-founder
Larry McManus, CFP®, CRPC®, MFLC® is the Vice President and Co-founder of TEAM Wealth Investments
Amy Carlson
Chief Administrative and Compliance Officer
Amy Carlson is the Chief Administrative and Compliance Officer at TEAM Wealth Investments
Rachel Barker
Program Manager and heads up Client Communications
Rachel Barker is a Program Manager and heads up Client Communications at TEAM Wealth Investments
Sarah Sanford
Portfolio Analyst
Sarah Sanford is a Portfolio Manager at TEAM Wealth Investments

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