Our Team
Charles Melvin
Managing Partner
Charles was born and raised in Charlotte, NC. He grew up in the insurance industry and has spent his entire career in strategic estate planning, focusing on intergenerational wealth transfer for high net worth families.
Understanding that each client has a different set of circumstances, Charles has built a reputation for his ability to provide unique, effective solutions for families across the country. An independent, carrier agnostic view has provided great insight for those he has worked with through the years.
Charles and his wife Katherine have three daughters and live in Charlotte. The high school sweethearts attended The University of Mississippi where Charles graduated top of his class with a degree in Economics and Finance with a specialty in Risk Management and Insurance
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When not in Charlotte, Katherine, Charles and their four girls love spending time in the North Carolina mountains and at their family beach home in the southern NC.
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Email: charles.melvin.iii@melvin-group.com Office: 704-650-0930
Court has been featured in and interviewed by The Wall Street Journal, MSN Money, Dow Jones, and Nerd Wallet for his background and expertise in finance. He is an Ivy League graduate from The University of Pennsylvania, where he majored in Economics, Philosophy, and Politics. His insight and knowledge of how insurance fits into a client's financial plan stems from over a decade of work as a fee based financial advisor with a specialty in insurance planning.
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Prior to his work as a financial advisor, Court was an analyst at the Global Financial Services Center where he worked for the US Embassies in Western Europe, Africa, and South America.
Outside of work Court loves to paddleboard, golf, spend time with his family, and travel. Court, his wife Natalie and their son and daughter live in Charleston, SC.
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Email: court.creeden@melvin-group.com Office: 843-513-5274
COURT CREEDEN
Partner
Tom is the Director of our benefits team. He works closely with privately held companies, hospitals, nonprofits, and credit unions to help them recruit and retain the best people by designing powerful and mutually beneficial compensation plans.
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His expertise has been sought out by professional sports team owners, billion dollar companies and top executives across the country.
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Tom uses his decades of experience to provide insight and information for each client to understand the insurance landscape, plan benefit options, tax consequences and insurance payouts to maximize company goals and employee satisfaction.
tom giltner
Benefits Director
Joseph runs the Melvin Group's advanced case design team.
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He is sought out for his years of expertise designing and implementing the most creative and complex insurance plans for clients and business professionals.
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He works closely with the firm's leadership when working with our ultra-high net worth families, business owners and executive teams.
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With a years of experience in insurance brokerage planning Joseph brings a wealth of insight into the various insurance carriers plan designs and policy construction.
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Ensuring that every plan put in place is the right fit for the client.
​CA Insurance license #0G27964
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Joseph Miller
Advanced Case Director
As a Certified Family Business Specialist (CFBS), Scott brings a wealth of insight and business related experience to our clients. In 2009 Scott founded a financial services company helping business owners with their insurance needs and wealth transfer goals.
Starting his career as an Optometrist, and then owning and selling multiple companies throughout his career, he developed a unique understanding and expertise for the complex financial planning needs of business owners. Scott subsequently founded and owned a real estate development company and a property management company furthering his insight into the most advanced solutions in the financial marketplace.
In his time away from the office, Scott enjoys traveling, golfing, biking, and other outdoor activities. Scott played football at Arkansas State University and met his wife Tammie there. They have two daughters and enjoy spending time together with the family when time and schedules allow.
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Email: scott.mcdonald@melvin-group.com Office: 828-713-625 FINRA Broker Check
Dr. Scott Mcdonald
Asheville
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As the head of our West Coast support team, Susan plays an integral part in the design and implementation of the insurance strategies we help clients implement.
Working with numerous carriers, she facilitates and coordinates obtaining the most up to date carrier information, product design details and insurance trends to ensure we have the most advanced details and updates available.
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Originally from Kentucky, she is a huge basketball fan so in March you will find her cheering on her Wildcats during the tournament.
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