Meet the team

Kristen enjoys working with clients to ensure their financial goals are accomplished. She leads the Client Service team, prepares the financial planning analysis for clients, and assists in meetings. She graduated from Clemson University, where she met her husband. Kristen is a perpetual student of history and loves to travel and learn about other cultures.

Sarah is an executive assistant who helps keep the team organized, coordinated, and moving forward. She plays a key role in office operations and event support. Rooted in her core value of relationships, she focuses on building genuine connections in every interaction. Outside of work, Sarah loves spending time with her husband and their dog, Dobby.

With an enthusiasm for learning and teamwork, Emma takes pride in supporting clients and the team to ensure a superior client experience. She enjoys interacting with clients and supporting advisors in meetings. Emma also assists with financial plan delivery and is a part of the Marketing team. She is a recent graduate from Clemson University's Financial Management program.

Clark, a proud Clemson graduate with a degree in political science, brings with him five years of experience in the finance industry, where he worked as a banker for three and a financial advisor for two. His proactive approach and willingness to help the team are evident in his preparation and assistance in meetings. When not at work, Clark enjoys cheering on the Washington Commanders or his beloved Clemson Tigers.

With a degree in Financial Management from Clemson University and previous internship experience at Ameriprise, Carlen is excited to continue to learn and grow professionally with this team. She supports the advisors and her team members, assists in client meetings, and is a part of the Marketing team for the office. Outside of work, Carlen enjoys baking, spending time with her puppy, and visiting her family in HHI.

Wendy brings experience in administrative and sales roles across real estate, financial securities and banking. A University of Connecticut graduate in Political Science, she spent 5 years living in France on a spousal expatriate assignment. Between raising two children and managing many moves, she’s become highly organized, adaptable and ready for just about anything.