Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
William J. Milton, Jr., MBA, CFP®, ChFC, CLU
Senior Partner
Daniel A. Dupuis, CFP®, RICP
Senior Partner
George T. Holmes, IV, MBA
Senior Partner | Retirement Planning Specialist
Sean Dambaugh, MBA, CFP®
Partner
James B. Plair, Jr., ChFC, CLU
Partner
Wendy Lee Ashcraft
New Accounts Coordinator
Christie Williams Bazzle
Client Support Specialist
Christopher Miller, MSFS, ChFC, RICP, CFP®
Senior Partner
Gary "Chris" Johnson, CFP®, ChFC
Partner
Janet Simpson
Administrative Assistant
Janice Johnson
Client Support Specialist
Mandy Shumaker
Client Relationship Manager
Maxwell F. Boyd, CFP®
Senior Partner
Michael Bynarowicz, CFP®, ChFC
Partner
Norris Woody, CPFA®
Partner | Retirement Planning Specialist
Robyn Copeland
Office Administrator
Sarah Beth Anderson
Client Relationship Manager
Trinity Mooney
Client Support Specialist
Greenville, SC
Christopher Miller, MSFS, ChFC, RICP, CFP®
Senior Partner
Michael Bynarowicz, CFP®, ChFC
Partner
Gary "Chris" Johnson, CFP®, ChFC
Partner
Robyn Copeland
Office Administrator
Janice Johnson
Client Support Specialist
Trinity Mooney
Client Support Specialist
Sarah Beth Anderson
Client Relationship Manager
Mandy Shumaker
Client Relationship Manager
Janet Simpson
Administrative Assistant
Cornelius, NC
Norris Woody, CPFA®
Partner | Retirement Planning Specialist
Florence, SC
Summerville, SC
Columbia, SC