Alderman, Laney & O'Brien

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Scott Laney

Scott Laney

Financial Advisor

Visit Scott Laney's website
Jamie O'Brien

Jamie O'Brien

Branch Manager

Visit Jamie O'Brien's website

Team

Brad Waite

Brad Waite

Registered Practice Associate

Qualifications

  • College of Charleston, B.S., 2001
  • Series 7
  • Series 63
  • Series 66
  • Insurance License: Variable Life and Accident/Health

Roles & Responsibilities

  • Performance Reporting
  • Marketing/Social Media
  • Nonprofit/Foundations/Charity Account Service
  • 401k Plans
  • Financial Planning/Insurance Support
  • Client Service
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Britt Farr

Britt Farr

Client Service Associate

Qualifications

  • Columbia College, B.S. in Business Administration and Leadership, 1999

Roles & Responsibilities

  • • Client Service
  • • Account Service
  • • New Client Intake
  • • Money Movement
  • • Scheduling
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Nicole V. Schleier

Nicole V. Schleier

Registered Client Service Associate

Qualifications

  • College of Charleston, B.S. in Business Administration, 1998
  • Series 7
  • Series 63

Roles & Responsibilities

  • • Client Service
  • • Account Service
  • • Money Movement
  • • Account Transfers/Rollovers
  • • New Client Intake
  • • Scheduling
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