• "Build a legacy of financial, social and spiritual capital"
  • "Set and achieve your financial goals"
  • "Personalized Financial Planning"

Founder and President

William B. Ertel, CPA/PFS, CFP®, CMFC

Will Ertel founded Tassel Capital in 2002 with the clear objective of helping individuals make financial decisions. One of Will's greatest strengths is helping people make sound technical investment decisions that are consistent with their unique goals and circumstances.

Will has worked in financial services in Charlotte since 1993 serving both businesses and individuals. He lives in Charlotte with his wife and three daughters.

      Will Ertel and Carlton Whitman outside the Matthews, NC office.
      Will Ertel and Carlton Whitman outside the Matthews, NC office.

Select the following links to learn more:
     - Professional Background
     - Educational Background
     - Personal Information

Read a Q&A session where Will discusses the purpose and services of Tassel Capital.

Professional Background

Ronald Blue & Co., LLC. Charlotte, NC. March 1998 to August 2002. Managed client relationships and implemented investment and planning solutions for clients throughout the Carolinas.

Alemite Corporation. Charlotte, NC. March 1996 to March 1998. Performed and supervised internal reporting function for company.

McGladrey & Pullen, LLP. Charlotte, NC. Sept 1993 to March 1996. Performed and supervised audit function for small retail, manufacturing and banking companies.

Lancaster Scouts Frontier Baseball League. Lancaster, OH. June 1993 to August 1993. Pitched in All-Star game after being a third round draft pick.

Educational Background

Earned PFS designation.The Personal Financial Specialist designation was granted in June of 2002.

Earned CFP® certification. The CERTIFIED FINANCIAL PLANNER™ certification was granted in April 2001.

Earned CMFC designation. The Chartered Mutual Fund Counselor designation was granted in June of 2000.

Earned CPA designation. The Certified Public Account designation granted in October 1995.

Furman University. Greenville, SC.Graduated 1992, attended 1988-1993. Graduated with double major in accounting and mathematics.

Elkhart Central High School, Elkhart, IN.Class of 1988

Personal Information

Will and his wife have three daughters and are actively involved in the adult small group and children's ministries at Christ Covenant Church in Matthews, NC. Will was inducted into the Furman University athletic Hall-of-Fame in 2001. Will still holds several school pitching records at Furman where he was a pitcher and infielder.

Carlton Whitman, Financial Guide

Carlton joined Tassel Capital in February 2015. Carlton is a gifted communicator and his background in financial services translates into a broad understanding of investments. Moving to Tassel Capital has given Carlton the opportunity to develop deep client relationships and fulfill his desire to help individuals become better stewards.

Professional Background

Carlton worked in two major banks in a variety of roles before starting at Tassel Capital. These roles were client-facing and required Carlton to understand a diverse range of banking and investment products and services.

Wells Fargo Bank. Charlotte, NC. June 2014 to February 2015. Serviced client investment accounts via phone-based consultative conversations. Obtained Series 7 and 63 licenses that allowed Carlton to place trades, service accounts, and answer questions for clients.

SunTrust Bank. Charlotte, NC. January 2013 to June 2014. Assisted clients with various banking transaction and service needs.

Educational Background

Earned CFP® certification. The CERTIFIED FINANCIAL PLANNER™ certification was granted in August of 2017.

University of North Carolina at Charlotte. Graduated in 2013 with a Bachelor of Business Administration degree, majoring in Business Management.

Weddington High School, Matthews, NC. Class of 2007

Personal Information

Carlton lives in Matthews with his wife and family. He is an active member at Christ Covenant Church in Matthews, NC. His personal interests include Frisbee golf and Auburn football.