Team

Upstate Legacy Planning Group is a strong, trusted and dedicated team with a shared commitment to uncover what is most important to clients and translate that into an effective and powerful financial plan. We act in the best long-term interest of our clients to develop a lifetime of financial security.

 

John B. Tripoli , MBA, CLU®, CFP®

Wealth Management Advisor

Office 864-679-3833


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Brett G. Smith , MBA, CFP®

Wealth Management Advisor

Office 864-679-3848


Mobile 864-556-9711


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Don S. Clardy , CFP®, CLU®, MBA, LL.M., J.D.

Wealth Management Advisor

Office 864-679-3849


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Cassie J. Glover

Director of Insurance Services

Mobile 864-238-6620


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Joanne E. Beresheim

Associate Wealth Management Advisor

Office 864-727-8032


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Thomas Freeman

Operations Associate

Office 864-232-2881


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Meredith J. Fallon

Executive Assistant

Office 864-679-3852


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Elliott Bull

Operations Associate

Office 864-727-8040


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Brooke A. Smith

Client Service Representative

Office 864-232-2881


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Robin Blackwood

Marketing Coordinator

Office 864-232-2881


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