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Our Upstate Legacy Planning Group team includes strong, dedicated professionals who share an unwavering commitment to working in our clients’ best interests. Relying on decades of combined industry experience and an impressive array of designations and credentials, our advisors offer unique perspectives and thoughtful solutions tailored to meet your needs. Our goal is to help you develop lifelong financial security by offering proactive, forward-focused strategies.

John B. Tripoli MBA, CLU®, CFP®

Co-Founder and Private Wealth Advisor

Brett G. Smith MBA, CFP®

Co-Founder and Private Wealth Advisor

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

Partner and Private Wealth Advisor

Christopher Griffin

Director of Operations

Cassie J. Glover

Director of Insurance Services

Thomas Freeman

Director of Investments

Mallory Page Sorrows

Director of Marketing

Joanne E. Beresheim

Director of Investments and Planning

Meredith J. Fallon

Executive Assistant

Sarah Cunningham

Wealth Management Associate

Cammie Vaughn

Associate Financial Representative

Elliott Bull

Associate Financial Representative

Emily Sorangelo

Financial Planning Assistant