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Our Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Mount Pleasant, SC

George T.  Holmes

George T. Holmes, IV, MBA, CFP®

Senior Partner | Retirement Planning Specialist

Charmaine  Alexander

Charmaine Alexander

Office Administrator

Colin  Johannessen

Colin Johannessen

Financial Professional

Wendy Lee  Ashcraft

Wendy Lee Ashcraft

New Accounts Coordinator

Jill  Harrell

Jill Harrell

Financial Advisor Support Specialist

Isabel  Harris

Isabel Harris

Client Service Coordinator

Dana  Rice

Dana Rice

Client Relationship Manager

Greenville, SC

Janice  Johnson

Janice Johnson

Client Support Specialist

Nayla Miller

Nayla Miller

Marketing Coordinator

Robyn  Copeland

Robyn Copeland

Office Administrator

Sarah Beth Anderson

Sarah Beth Anderson

Client Relationship Manager

Trinity Mooney

Trinity Mooney

Client Support Specialist

Cornelius, NC

Mona  Tutino

Mona Tutino

Executive Administrator

Norris  Woody

Norris Woody

Partner | Retirement Planning Specialist

Summerville, SC

Christie Williams  Bazzle

Christie Williams Bazzle

Executive Administrator

Huy “Kevin”  Le

Huy “Kevin” Le

Financial Advisor

Columbia, SC

Jason  Thompson

Jason Thompson, CFP®

Financial Advisor