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

Advisor photo for Giovanni Luccia

Giovanni Luccia

MBA, CRPC

Private Wealth Advisor

Franchise Consultant
Learn more about Giovanni Luccia Visit Giovanni Luccia's website
Advisor photo for Jonathan Healey

Jonathan Healey

BFA

Financial Advisor

Learn more about Jonathan Healey Visit Jonathan Healey's website
Advisor photo for Devin Clement

Devin Clement

APMA

Financial Advisor

Learn more about Devin Clement Visit Devin Clement's website
Advisor photo for Philip Decallejon

Philip Decallejon

CFA®, CDFA®

Financial Advisor

Chartered Financial Analyst®
Learn more about Philip Decallejon Visit Philip Decallejon's website


Our team

Kelly Bridwell

Kelly Bridwell

Office Manager

Personal Intro

  • Kelly lives in Greenville, SC with her 11 year old son Evan and Maltipoo Oreo
  • Kelly enjoys spending time with family and friends, camping, traveling, photography, painting, and going to her son’s sporting events and activities

Qualifications

  • Associates of Arts, Greenville Technical College, SC

  • 18 years of experience in office management and leadership

  • 5 years with Ameriprise

  • Notary Public

  • Experienced Customer Service Representative

  • Proficient in computer skills and office organization

Roles & Responsibilities

  • Integrator
  • Practice Support for all team members
  • Manage marketing activities
  • Make clients feel at home
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Karen Wood

Karen Wood

Executive Assistant

Personal Intro

  • Karen lives in Taylors, SC with her husband Richard and their 19-year-old daughter Kendal and 16-year old son Trey. They have 4 kitties – Cotto, Chaos, Butterscotch and Cinnamon
  • Karen enjoys spending her free time working out on her Peloton, cooking, reading, and planning her next trip to Walt Disney World! Karen is an animal lover and supporter of a local dog rescue for many years.

Qualifications

  • 30+ years working in administrative managerial positions

  • BFA in Musical Theater from The Boston Conservatory

  • 17 years as a Casting Director & Special Events Coordinator working with both Corporate and High End Private clientele

  • Worked for 7 years as Payroll Manager for an Accounting firm

  • Notary Public

  • Client Experience Specialist

Roles & Responsibilities

  • Executive Assistant to Advisors
  • Payroll and Administration management
  • Client Service Coordinator
  • Leadership role in Practice Operations
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Logan Seger

Logan Seger

Office Manager

Personal Intro

  • Logan lives in Athens, GA with his wife Maggie, 4 year old twins Ronin and Rosalyn, 7 month old Leonel, and Labradoodle Rory.
  • Logan loves taking his family to the beach, Atlanta Zoo/Georgia Aquarium, or spending time with grandparents and cousins. He is very involved in their local church and loves camping, hiking, fishing, boating, and Soccer.

Qualifications

  • Associates in Sales in Marketing, Rowan Cabarrus Community College NC

  • 5 years of experience in office managerial duties

  • Notary Public

  • Experienced Customer Service Representative

  • Proficient in computer skills and office organization

Roles & Responsibilities

  • Office Manager
  • Client Relations
  • Advisor Support
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