Our Team

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J. Steven Hutchinson

Chief Executive Officer/Chief Investment Officer
Founder

Phone: 336-292-7696

E-mail: steve.hutchinson@hutchinsonwealth.com

Steve became a financial advisor in 1982 and organized his first independent financial services firm in 1986. Since that time, he has focused his efforts on offering his clients a truly independent, private wealth management and family wealth planning experience. Steve strives to safeguard the assets of every client, guaranteeing that they receive his utmost attention and quality service from every member of the team. In addition, he sets the tone for the overall investment activities of the firm and ensures that the firm’s wealth management techniques give its clients the potential to build a more fulfilling financial future.

Prior to beginning his career as a financial advisor, he served in the United States Marine Corps for nine years. He received the Certified Financial Planner™ (CFP™) designation in 1987. In addition to holding various licenses and registrations in the securities and life insurance industries, he is also a General Securities Principal, Registered Options Principal, Operations Professional and Branch Manager with First Allied Securities, Inc.

Steve has written on financial topics for newspapers, magazines and other financial periodicals, as well as hosting radio talk shows on the subject. He has taken part in many educational forums and programs, where he has spoken on topics and issues relating to wealth management and family office services. Steve has been listed in Who’s Who in America and Who’s Who in Business and Finance.

“The biggest charge I get is the satisfaction of seeing our clients realize their financial and family goals,” Steve shares. “I believe that if we continue to keep working hard and do the right things for our clients, we will have a positive impact in helping them reach their financial goals." He adds, “We are a high touch practice, and we want our clients to know we are very interested in their lives.

A native of Greensboro, North Carolina, Steve enjoys golf and riding his motorcycles. When he isn’t on the road or the fairway, he and his wife, Karen, spend time with their seven children and nine grandchildren.

Amy N. Conley, CWS®

Chief Operating Officer
Founder

Phone: 336-856-8414

E-mail: amy.conley@hutchinsonwealth.com

Amy partnered with Steve in 1995. She maintains the firm’s operations and ensures that the team’s activities are in compliance with the necessary rules and regulations required of personal financial advisors. Additionally Amy coordinates the team's efforts for our Private Wealth Management clients and Family Office activities.

A graduate of Wright State University in Dayton, Ohio, Amy has a degree in financial services. She currently holds series 7, 24, 63 and 65 securities registrations through First Allied Securities and is a Certified Wealth Strategist®.

“What I like about my job and this industry is we help people,” Amy explains. “We provide the knowledge and reassurance so they can live a comfortable life—I like knowing we are making those things possible.”

Amy lives in Greensboro and in her free time she is an avid runner and gardener who enjoys travel.

Todd R. Walker

Senior Wealth Advisor
Joined the Firm in 2007

Phone: 336-398-1185

E-mail: todd.walker@hutchinsonwealth.com

Todd works closely with the team putting into action the recommendations of the firm's planning and investment strategies. With over a decade of experience as a financial advisor, he works with our clients to diligently pursue their personal planning and wealth goals.

Todd is a graduate of North Carolina State University with a B.S. in Management and Economics, and holds series 7, 63, and 65 securities registrations through First Allied Securities, Inc.

Todd lives in Asheboro with his wife, Teresa, and their three children, Emily, Ethan and Camden. In his free time, he enjoys coaching football, baseball, and basketball, playing golf, and spending time with his children.

Melissa S. Yetter

Marketing Director
Joined the Firm in 2010

Phone: 336-235-6601

E-mail: melissa.yetter@hutchinsonwealth.com

Melissa brings a wealth of experience in marketing and communications to the firm. With over two decades of significant experience in the financial services industry, Melissa manages all aspects of keeping our clients informed through regular communications, educational programs, and our various technology platforms. She manages the brand of the firm by working closely with our community partners and building on the firm’s outreach to our industry’s centers of influence. Her unique abilities in communications and marketing add tremendous value to the overall relationship with our clients and the professionals we serve.

Melissa is a graduate of High Point University with a B.S. in Business Administration. She currently holds series 6 and 63 securities registrations through First Allied Securities, Inc.

Melissa is a lifelong resident of the Triad area, and lives in Greensboro with her two children, Matthew and Madison. She is a wine enthusiast and Competent Toastmaster through the public speaking organization, Toastmasters, International.

Terri M. Coons

Director of Client Relations
Joined the Firm in 2007

Phone: 336-235-0908

E-mail: terri.coons@hutchinsonwealth.com

As Client Services Manager, Terri is responsible for managing the day-to-day office operations and client services for the firm. Terri works closely with the team to ensure all client service requests are handled thoroughly, efficiently, and to the the satisfaction of our clients. As an integral part of the firm's service mission, she also assists our clients with the technology interfaces needed to help our client's access the information they require to stay informed regarding their financial plan and resources.

Terri is a graduate of Appalachian State University with a BS in Business Administration.

Terri lives in Kernersville with her husband, Ken, and two Labrador Retrievers, Ginger and Maggie. On a sunny day you will find her on a hike or working in her garden.

Tracy A. Johnson

Technology Services Manager/Assistant to the CEO
Joined the Firm in 2008

Phone: 336-235-6602

E-mail: tracy.johnson@hutchinsonwealth.com

Tracy’s primary role on our team is to manage the technology platforms and performance reporting for our clients. Her responsibilities include insuring our clients receive quality and accurate performance reporting as well as the day to day management of our Wealth Management System. She also serves as the assistant to the CEO of the firm.

Tracy is a graduate of The University of North Carolina at Greensboro with a BS in Hospitality and Tourism Management, and a minor in Business Administration. Tracy lives in High Point, with her husband, Korey, and their son, Grayson, and their Yorkshire terrier, Rosco.

Carolyn A. Finick

Director of First Impressions
Joined the Firm in 2012

Phone: 336-235-6600

E-mail: carolyn.finick@hutchinsonwealth.com

Carolyn's primary role on the team is to ensure that each of our clients and guests feel welcome and valued, and that each experience at the firm is a positive one. She works closely with the Director of Client Relations in the day-to-day service aspects of the team.

A graduate of High Point University with a BA in Human Relations, she lives in Greensboro and enjoys traveling, the arts and relaxing with a good book.

Our Team

J. Steven Hutchinson

Chief Executive Officer/Chief Investment Officer Founder

Amy N. Conley, CWS®

Chief Operating Officer Founder