As a client, you’ll be assigned a primary point of contact who will have full access to experienced professionals equipped to advise you on everything from investments to compliance. We have devoted our careers to our clients, bringing top-notch credentials to work every day. Now and then, we dream of our own “second act.”
VP, Director of Client Services
Areas of Expertise: Business Development, Consulting, Client Relationship Management, Investment Advice and Analytics
“When I retire, I plan to see where the world takes us and what we can do to help when we get there. I’m hoping they’ll have baseball there.”
SVP, Director of Retirement Plans
Areas of Expertise: Retirement Plan Consulting, Strategic Planning and Implementation, Technology Innovations
“When I retire, I plan to spend time with my family, be healthy and happy, live simply, read and write.”
VP, Retirement Plans Advisor
“When I retire, I plan to be an official baseball scorekeeper, play trombone for a community band, travel, raise Boykin Spaniels and cheer the Gamecocks.”
VP, Retirement Plans Advisor
Areas of Expertise: Business Development, Client Relationship Management, Investment Consulting
“When I retire, I plan to fish and attend concerts.”
Retirement Plans Consultant
Areas of Expertise: Client Relationship Management, Advance Plan Administration Consulting
“When I retire, I plan to travel, travel, travel and do volunteer work.”
Retirement Plans Consultant
Areas of Expertise: Client Relationship Management, Advance Plan Administration Consulting
“When I retire, I plan to volunteer at the Charleston Museum, travel, make jewelry and possibly return to school.”
Retirement Plans Specialist
Areas of Expertise: QDRO processing, Plan Documents Drafting and Management
“When I retire, I plan to buy an RV and roam around the U.S.”
Administration and Client Accounts Manager
Areas of Expertise: Accounting, Government Reporting, Advance Plan Administration Consulting
“When I retire, I plan to volunteer for children, veterans and animal shelters, travel and just enjoy life.”
Retirement Plans Specialist
Areas of Expertise: Recordkeeping, Administration, Data Management, Government Forms Reporting
“When I retire, I would like to continue living the same quality of life that I’ve lived. I would like to volunteer in several areas, travel, and give back to the community.”
