Our Team

Charleston/Savannah

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

Frank

Dirks

Wealth Advisor, Owner
Charleston, SC

Kim

Mathewes

Operations / Administrative Manager
Charleston, SC

Teresa

Mello

Senior Administrative Associate
Charleston, SC

Catherine

Meyer

Client Associate
Charleston, SC

Amy

Rhodes

Administrative Manager
Savannah, GA

Greenville

Curt

Hall

Managing Director, Owner
Greenville, SC

Jonathan

Hungerford

Managing Director, Owner
Greenville, SC

John

Ross

Managing Director, Owner
Greenville, SC

Ike

Poplin

Managing Director, Owner
Greenville, SC

Terry

Bebout

Managing Director, Investments
Greenville, SC

April

McKinney

Senior Registered Client Associate
Greenville, SC

Vanessa

Amador

Client Associate
Greenville, SC

Dana

Smith

Client Associate
Greenville, SC

Tucson

Will

Giddens

Managing Director, Owner
Tucson, AZ

Brian

Crawford, CFP

®

Managing Director, Owner
Tucson, AZ

Harlie

Garcia

Managing Director, Owner
Tucson, AZ

Justin

Dodds

Senior Financial Advisor, Owner
Tucson, AZ

Nicole

Dubin

Senior Registered Client Associate
Tucson, AZ

Cynthia

Luhr

Senior Client Associate
Tucson, AZ

Melody

Cooper

Senior Client Associate
Tucson, AZ

Phoenix/Gilbert

Scott

Ahrens

Senior Financial Advisor, Owner
Gilbert, AZ

Bryan

Gerber

Senior Financial Advisor, Owner
Gilbert, AZ

Hope

Nelson

Client Associate
Gilbert, AZ