Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Sustainable investing
- Divorce Finances
- Employee Stock Options
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Spending Time with Family
- Golfing
- Volunteering
- Reading
- Camping
Team Members
Jacqueline BarberSr. Branch Office Administrator- Vicki StephensSr. Branch Office Administrator
Send Me a Message
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Phone
(864) 233-1103Fax
(888) 472-5129Office Address
7 Henderson RoadGreenville, SC 29607opens in a new window
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