Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Alexis Tucker

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Alexis Tucker Visit Alexis Tucker's website

Daniel C Strecker

CFP®, CRPC, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Daniel C Strecker Visit Daniel C Strecker's website

Jody Hyden

CFP®, BFA, CRPC, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jody Hyden Visit Jody Hyden's website

Aaron Watkins

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Aaron Watkins Visit Aaron Watkins's website


Our team

Mary Beth Gannon

Mary Beth Gannon

Client Service Manager

Qualifications

  • University of South Carolina, BA, Media Arts

Roles & Responsibilities

  • Event Planner, Marketing Specialist
View more
Laura Anderson

Laura Anderson

Marketing Specialist,

Client Relationship Specialist
Nydia DiCarali

Nydia DiCarali

Client Service Specialist