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


john.tripoli@nm.com

Brett G. Smith , MBA, CFP®

Business & Estate Planning Specialist

Office 864-679-3848


Fax 864-309-0981


brett.g.smith@nm.com

J. Luke Brooks

Director of Investment Services

Office 864-232-2881


luke.brooks@nm.com

Kelsey W. Earle

Director of Business Development

Office 864-232-2881


kelsey.w.earle@nm.com

Brittany R. Halka

Executive Assistant

Office 864-232-2881


brittany.halka@nm.com