Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Business Retirement Plans
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CIMA®
Certified Investment Management Analyst®AAMS™
Accredited Asset Management Specialist™
Team Members
- Lisa GillespieSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
Fri | Closed for Holiday |
Fri | Closed for Holiday |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
Fri | Closed for Holiday |
Fri | Closed for Holiday |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(864) 886-9086Fax
(866) 462-0151Office Address
15889 Wells Hwy Suite 9Seneca, SC 29678opens in a new window
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