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 is President and Co-founder of TEAM Wealth. She earned a BS in International Relations and Political Science from the University of Wisconsin and an MBA from Vanderbilt University. Jennifer holds the Chartered Alternative Investment Analyst designation and is the Portfolio Manager at TEAM Wealth. Jennifer held a broad range of management positions in the communications industry and served as an officer in the US Army.
Larry McManus, CFP®, CRPC®, MFLC®
Vice President and Co-founder
Larry is Vice President and Co-founder of TEAM Wealth. He earned a BS in Financial Management from Clemson University and an MBA from the University of South Carolina and the Copenhagen School of Business and Economics. Larry is a Certified Financial Planner and holds a Chartered Retirement Planning Counselor designation. Larry’s work experience includes a wealth of international management experience. Larry serves as leader for Habitat for Humanity International and serves on the Carol Woods Retirement Community Board of Directors.
Amy Carlson
Chief Administrative and Compliance Officer
Amy is the Chief Administrative and Compliance Officer at TEAM Wealth. She also handles all customer service requests and leads back office operations out of the Amherst office. Amy holds a BA in Mathematics from Colby College and an MBA from the University of North Carolina. Prior to working at TEAM, Amy was a manager in the telecommunications industry for over 15 years where she specialized in strategic planning, marketing and contract negotiations.
Rachel Barker
Program Manager and heads up Client Communications
Rachel is a Program Manager and heads up Client Communications at TEAM Wealth. She joined TEAM in early 2014. Rachel holds a BS in Environmental Geology from Northeastern University. She is Series 65 licensed. Prior to joining TEAM, Rachel’s experience included project management in the environmental consulting field and development work for a local non-profit organization.
Sarah Sanford
Portfolio Analyst
Sarah is a Portfolio Manager at TEAM Wealth. Sarah earned a BA with honors from Amherst College and an MPA from the LBJ School of Public Affairs, University of Texas-Austin. She is Series 65 licensed. Sarah has experience in non-profit management, policy analysis, and public finance.

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