Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Will Rogers

Will Rogers

CFP®, BFA, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Will Rogers Visit Will Rogers's website
Advisor photo for Heather Winner

Heather Winner

MBA, CFP®, BFA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Heather Winner Visit Heather Winner's website
Advisor photo for Damon Cline

Damon Cline

BFA

Financial Advisor

Learn more about Damon Cline Visit Damon Cline's website


Our team

Andrea K Stripling

Andrea K Stripling

Client Service Specialist

Personal Intro

Andrea welcomes all with hugs and a warm heart! To make her heart smile give her the chance to play with her grandchildren - that or play some Bob Seger while she and her husband, Les, are watching the Steelers play!

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Mary Frances Hendrix

Mary Frances Hendrix

Office Manager

Personal Intro

Mary Frances brings order to our often chaotic worlds. Her attention to detail is only exceeded by her love for cats! She and her husband, Andrew, live in Aiken, giving her the longest commute of anyone in the office BUT it also keeps her close to her twin daughters going to school in Columbia and Charleston, S.C.

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