Live Well. Finish Well.
We help families in Greenville, South Carolina, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.
Advisors
Mike Kuckel
CEO | Senior Lead Advisor
Will Hines
President | Lead Advisor
Bob Felts
Senior VP | Lead Advisor
Daniel Milks
VP, Portfolio Strategy
| Lead Advisor
Graham Morris
Associate Advisor
Client Services
Kelly Tripp
Client Service Specialist
Investments
Cole Pearson
VP, Investment Solutions
Nathan Willis
Director of Portfolio Strategy
John Siverling
Director of Private Markets & Impact Advocacy
Will Sorrell
Director of
Values-Based Investing
Tom Mueth
Director of Advisor Engagement
Rob Riley
Investment Analyst
Operations
Rob Grubb
Chief Operations Officer
TJ Claud
Chief Compliance Officer
Charlie Watkins
VP, Finance
Brian Church
Chief Revenue Officer
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Jennifer Rogers
Director of Advisor Operations
Samantha Vance
Director of Marketing