Our Team

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Position

Charleston, SC

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Steven Meyer

Steven Meyer

Founding Partner

Bill Rouse

Bill Rouse

Founding Partner

Jeff Burton

Jeff Burton

Founding Partner, Branch Manager

Jessica Harper, CFP

Jessica Harper, CFP

Founding Partner

Protected: Patrick DeHaven

Protected: Patrick DeHaven

Chief Administrative Officer

Frank Dirks

Frank Dirks

Wealth Advisor, Owner

Kim Mathewes

Kim Mathewes

Operations / Administrative Manager

Teresa Mello

Teresa Mello

Senior Administrative Associate

Catherine Meyer

Catherine Meyer

Client Associate

Amy Rhodes

Amy Rhodes

Administrative Manager

Gilbert, AZ

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Scott Ahrens

Scott Ahrens

Senior Financial Advisor, Owner

Bryan Gerber

Bryan Gerber

Senior Financial Advisor, Owner

Hope Nelson

Hope Nelson

Client Associate

Greenville, SC

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Curt Hall

Curt Hall

Managing Director, Owner

Jonathan Hungerford

Jonathan Hungerford

Managing Director, Owner

John Ross

John Ross

Managing Director, Owner

Ike Poplin

Ike Poplin

Managing Director, Owner

Terry Bebout

Terry Bebout

Managing Director, Investments

April McKinney

April McKinney

Senior Registered Client Associate

Vanessa Amador

Vanessa Amador

Client Associate

Dana Smith

Dana Smith

Client Associate

Tucson, AZ

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Will Giddens

Will Giddens

Managing Director, Owner

Brian Crawford, CFP

Brian Crawford, CFP

Managing Director, Owner

Harlie Garcia

Harlie Garcia

Managing Director, Owner

Justin Dodds

Justin Dodds

Senior Financial Advisor, Owner

Nicole Dubin

Nicole Dubin

Senior Registered Client Associate

Cynthia Luhr

Cynthia Luhr

Senior Client Associate

Melody Cooper

Melody Cooper

Senior Client Associate

Savannah, GA

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Amy Rhodes

Amy Rhodes

Administrative Manager