Team

We provide a complete financial planning process that includes technology and expertise for all aspects of financial security and growth.

 

John B. Tripoli , MBA, CLU®, CFP®

Wealth Management Advisor

Office 864-232-2881 ext. 2215


Email

Brett G. Smith , MBA, CFP®

Wealth Management Advisor

Office 864-679-3848


Email

J. Luke Brooks , CFP®

Director of Investment Services

Office 256-546-4685


Email

Cassie J. Glover

Director of Insurance Services

Office 864-232-2881 ext. 2210


Email

Tonya R. Davis

Operations Associate

Office 864-232-2881


Email