About
About Us
Atwell Private Wealth Management
Atwell Private Wealth Management is an independent investment planning team with a mission. We are committed to our clients and we define our success by our clients’ success. We will work with our clients to define and develop a plan to pursue their financial goals, and to manage personal and financial risk.
Why Independent?
We chose to become an independent team in order to align our interests with our clients’ and put their needs first. We believe this is critical to the advisor/client relationship.
Jeffery C. Atwell, CEPA®, AAMS®
Founder and CEOjeff.atwell@atwellpwm.com
Jeff Atwell is the Founder and CEO of Atwell Private Wealth Management, where he leads with a commitment to building long-term, trusted relationships with clients. Prior to founding Atwell Private Wealth Management in 2018, he worked for a large national investment firm as a limited partner and built a thriving practice. With over 14 years of experience as a licensed financial advisor and the Accredited Asset Management Specialist℠ (AAMS®) and Certified Exit Planning Advisor® (CEPA®) designations, Jeff brings deep expertise and a personalized approach to wealth management.
Jeff and his team specialize in serving high-net-worth individuals, with a particular focus on business owners navigating complex financial landscapes. He is known for his ability to translate sophisticated financial strategies into clear, actionable plans tailored to each client's unique goals. His CEPA® credential allows him to guide business owners through the intricacies of exit planning, helping them maximize value, prepare for transition, and align their personal and financial goals throughout the process.
At the heart of Jeff’s work is a genuine care for the people he serves. He believes that true wealth management goes beyond numbers—it’s about helping clients achieve financial clarity and confidence through every stage of life.
Outside the office, Jeff is a devoted father to his four children—Lauren, Garrett, Morgan, and Blake. Spending time with them is one of his greatest joys, and he values the balance between his professional dedication and his role as a proud, hands-on parent.
Melanie A. Obura, ChFC®
Chief Operating Officer and Wealth Advisormelanie.obura@atwellpwm.com
Melanie A. Obura serves as Chief Operating Officer at Atwell Private Wealth Management, bringing over 18 years of experience in the financial services industry. A Chartered Financial Consultant® (ChFC®), Melanie is known for her deep expertise, strategic mindset, and unwavering dedication to serving clients with integrity and care.
Prior to the founding of Atwell Private Wealth Management in 2018, Melanie partnered with Jeff in building a successful practice through a large national investment firm where she was a limited partner. It has been her privilege and joy to continue to partner with Jeff to grow their new firm and deliver tailored wealth management solutions to their clients – particularly high-net worth individuals and business owners navigating the complexities of personal and business financial planning.
Melanie is driven by a genuine passion for helping clients feel confident and empowered in their financial lives. Her leadership, insight, and commitment to operational excellence make her an invaluable part of the firm’s success.
Outside the office, Melanie enjoys traveling wherever the journey takes her and cherishes time with her family. She has been happily married to her husband, Simon Obura, since December 2023, and together they are excited to welcome their first daughter in October 2025.
Brian M. Moore
Client Services AssociateBrian M. Moore joined Atwell Private Wealth Management in 2024 and has quickly become an integral part of the firm’s growing and dynamic team. As Client Services Associate, Brian plays a key role in ensuring the day-to-day operations of the practice run smoothly. He brings a strong sense of dedication and attention to detail to every client interaction and supports all administrative functions of the branch with efficiency and care.
Brian is instrumental in assisting the firm’s financial advisors, providing strategic and logistical support to help deliver the high level of service clients have come to expect. Whether managing complex account processes or addressing client needs directly, Brian approaches every task with professionalism and a sincere commitment to client satisfaction.
Outside of work, Brian is a proud and devoted father to his two children, Matthew and Megan. He’s also an avid baseball enthusiast and enjoys following the game as both a fan and lifelong lover of the sport.