Our Team

Our team brings a combined 200 years of experience in the financial services industry.

Scott

Ahrens

Senior Financial Advisor, Owner
Gilbert, AZ

Jeff

Burton

Founding Partner, Branch Manager
Charleston, SC

Jessica

Harper, CFP

®

Founding Partner
Charleston, SC

Steven

Meyer

Founding Partner
Charleston, SC

Bill

Rouse

Founding Partner
Charleston, SC

Patrick

DeHaven

Chief Administrative Officer
Charleston, SC

Curt

Hall

Managing Director, Owner
Greenville, SC

Bryan

Gerber

Senior Financial Advisor, Owner
Gilbert, AZ

Jonathan

Hungerford

Managing Director, Owner
Greenville, SC

Hope

Nelson

Client Associate
Gilbert, AZ

John

Ross

Managing Director, Owner
Greenville, SC

Ike

Poplin

Managing Director, Owner
Greenville, SC

Terry

Bebout

Managing Director, Investments
Greenville, SC

Will

Giddens

Managing Director, Owner
Tucson, AZ

Brian

Crawford, CFP

®

Managing Director, Owner
Tucson, AZ

Harlie

Garcia

Managing Director, Owner
Tucson, AZ

Frank

Dirks

Wealth Advisor, Owner
Charleston, SC

Justin

Dodds

Senior Financial Advisor, Owner
Tucson, AZ

Kim

Mathewes

Operations / Administrative Manager
Charleston, SC

Teresa

Mello

Senior Administrative Associate
Charleston, SC

April

McKinney

Senior Registered Client Associate
Greenville, SC

Vanessa

Amador

Client Associate
Greenville, SC

Dana

Smith

Client Associate
Greenville, SC

Catherine

Meyer

Client Associate
Charleston, SC

Amy

Rhodes

Administrative Manager
Savannah, GA

Nicole

Dubin

Senior Registered Client Associate
Tucson, AZ

Cynthia

Luhr

Senior Client Associate
Tucson, AZ

Melody

Cooper

Senior Client Associate
Tucson, AZ

Jeff
Burton

Partner
Charleston, SC
843-471-2653

Frank
Dirks

Financial Advisor
Charleston, SC
843-471-2639

Curt
Hall

Senior Wealth Advisor
Greenville, SC
864-232-9950

Jessica
Harper, CFP®

Partner
Charleston, SC
843-471-2644

Jonathan
Hungerford

Senior Vice President
Greenville, SC
864-867-1591

Kim
Mathewes

Operations/
Administrative Manager
Charleston, SC
843-471-2641

Teresa
Mello

Senior Administrative Associate
Charleston, SC
843-471-2640

Catherine
Meyer

Client Associate
Charleston, SC
843-471-2634

Steven
Meyer

Partner
Charleston, SC
843-471-2659

John
Ross

Senior Vice President
Greenville, SC
864-867-1592

Bill
Rouse

Partner
Charleston, SC
843-471-2648

Judy
Tuttle

Senior Administrative Associate
Greenville, SC
864-232-9950