Broker Check

Team

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. 

Gena Meredith

Gena Meredith

Financial Advisor

864-573-2606

Andy Brincefield, CLU, ChFC, CFP®, RICP, CExP

Andy Brincefield, CLU, ChFC, CFP®, RICP, CExP

President and CEO

James B. Mathis III

James B. Mathis III

Business Planning, Marketing & Community Affairs

Misty Petrosino

Misty Petrosino

Financial Advisor

Michael Harris

Michael Harris

Chief Operating Officer

James Matthews CFP®

James Matthews CFP®

Director of Wealth Management

Becky Thompson

Becky Thompson

Managing Director/Director of Talent Acquisition

Dalton Hester

Dalton Hester

Director of Talent Acquisition

Neal C. Brincefield, RICP®, CLU®, ChFC®, CExP™

Neal C. Brincefield, RICP®, CLU®, ChFC®, CExP™

Financial Advisor and Managing Partner

Sarah Hampton

Sarah Hampton

Brokerage Manager / DI Specialist

Sarah Lawter

Sarah Lawter

Client Services Specialist

8645732606

864-457-7101

Kathy Woodham

Kathy Woodham

Marketing, Social Media & Events

8646808511

864-457-7101

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.