Chad Seigler, CFP®
President, Financial Advisor, NFLPA Registered Financial Advisor
Chad began his career in investment banking in 2000 after graduating magna cum laude from Clemson University with a B.S. in Financial Management. He holds the CFP® designation, as well as his Series 7, 63, and 65 licenses....
Alycia Clarke
Client Service Representative
Alycia Clarke is a financial services professional with 19 years of trust, brokerage and operations experience, serving both institutional and retail clients in the domestic and international markets. Alycia joined the firm in 2019....
Paul L. Keeton
Vice President, Advisory Solutions
Hilary Pluemer, CFP®
Director of Practice Management
Nicole Marsh, CFP®
Account Manager – Advisor Marketing & Communications
Austen Lindsey
Products and Services Specialist
Caryn Borden
Operations and Service Manager
Patsy Turrentine
Senior Fixed Income Associate
Wes Shindler
Compliance Officer