As Director of Operations, Chris oversees the entire ULPG support team in preparation for client engagement, planning, and support activities. Chris is also an accomplished paraplanner who predominantly specializes in assisting business-owner clients with planning engagements. He is a Florida native and graduate of Furman University with a degree in accounting. Chris enjoys strength training and hiking with his Carolina dog, Sadie.

Cassie Glover joined Northwestern Mutual in 2001. She is an Associate Financial Representative and is licensed in life insurance, disability insurance, annuities and long-term care insurance. She is also securities licensed. Cassie is responsible for client scheduling, assisting with new business underwriting and policyowner questions while delivering superior customer service.

Thomas supports Upstate Legacy Planning Group’s wealth advisors by researching and developing asset allocation strategies for clients and helps build custom portfolios tailored to clients’ financial goals. A graduate of Appalachian State University, Thomas enjoys playing basketball and watching sports in his free time. He and his wife have one daughter.

As the Director of Marketing for ULPG, Mallory oversees and enhances the experience our clients expect and deserve. She is instrumental in onboarding our clients and facilitating ongoing touchpoints and events. Mallory has had the privilege of living in all three regions of South Carolina. Originally from Columbia, she graduated from the College of Charleston with a Bachelor's in Political Science and is now settled in Greenville. In her free time, Mallory enjoys cooking and baking, photography, reading as many books as possible, being with family and friends, and anything to do with Harry Potter.

Joanne has lived in the Upstate for over a decade and joined our practice shortly after moving to Greenville in 2010. Joanne is an Associate Wealth Management Advisor who has earned her FINRA Series 7/63 securities registrations as well as the Life, Variable and Accident/Health insurance licenses and the Long-Term Care licensing. She assists in coordinating Don Clardy’s calendar, prepares customized client financial plans, generates investment and insurance paperwork, underwriting inquiries, portfolio rebalancing, equity research and coordination of client reviews. Joanne enjoys cooking, hiking and outdoor adventures with her husband and two dogs.

Meredith is John Tripoli’s executive assistant, and she provides operational support for Upstate Legacy Planning Group and the district agency leadership team. She also oversees agency and client events. A graduate of Bob Jones University, Meredith enjoys meeting new people and supporting others. She likes traveling, especially to serve with her church, spending time with family and friends and discipling women.

Sarah provides administrative support ensuring exceptional client service, handles insurance case management and manages team marketing initiatives and events. She is a South Florida native and fell in love with the Upstate of South Carolina when she was a student at Clemson University. She earned dual degrees in communication and economics from Clemson and completed her master’s from the University of Florida. Sussie loves all things sports and exploring with her dog, Lincoln.

Cammie prepares research, recommendations, and solutions supporting ULPG advisors with client plan presentations and proposals with a focus toward family/household and retirement planning. She also specializes in assisting clients with insurance application and servicing needs. A graduate of Clemson University and a Greenville native, Cammie is married with two children. She enjoys traveling with her family and loves a great book.

As a Financial Planning Coordinator & Insurance Associate, Elliott works closely with clients regarding the data input and development of financial plans and assists with insurance product presentations, underwriting, and servicing. A graduate of Clemson University, he enjoys cheering for the Clemson Tigers. Elliott and his wife also enjoy hiking and spending time with friends and family.

As a Financial Planning Coordinator & Insurance Associate, Emily works closely with clients regarding the data input and development of financial plans and assists with insurance product presentations, underwriting, and servicing. She currently attends Southern New Hampshire University studying Environmental Science after having served in the Air Force for nine years as a weather forecaster. Emily and her husband enjoy spending time with their three dogs doing anything outdoors – hiking, fishing, camping, and boating.