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

Brett G. Smith , MBA, CFP®

Business & Estate Planning Specialist

Office 864-679-3848

Fax 864-309-0981

J. Luke Brooks

Director of Investment Services

Office 864-232-2881

Kelsey W. Earle

Director of Business Development

Office 864-232-2881