Melissa D. Bane, CPA, CFP®, PFS®, ChFC

Our Team Melissa D. Bane, CPA, CFP®, PFS®, ChFC Senior Private Client Advisor “Never promise more than you can deliver.  Always deliver more than you promise.”  –V. Kann Rasmussen, entrepreneur Melissa’s top priority is to serve her clients proactively, such that they...

John W. Cooper, CFP®

Our Team John W. Cooper, CFP® Private Client Advisor “A journey of a thousand miles begins with a single step.”  –Lao Tzu Born in Greenwood, SC, John is steeped in the Carolina tradition of helping one’s neighbor.  As a Private Client Advisor, he enjoys exercising his...

William M. Coxe Jr., CRPCTM

Our Team William M. Coxe Jr., CRPCTM Private Client Advisor The real key to making money in stocks is not to get scared out of them. – Peter Lynch In his role as a Private Client Advisor, William provides personalized client service to high-net-worth individuals,...

Brian L. Disher, CFP®

Our Team Brian L. Disher, CFP® Director of Wealth Management “Strive not to be a success, but rather to be of value.”  –Albert Einstein, theoretical physicist As the Director of Wealth Management, Brian’s role is all about relationships to ensure that every option is...

Kalisse L. Evert

Our Team Kalisse L. Evert Marketing & Events Specialist “The two words ‘information’ and ‘communication’ are often used interchangeably, but they signify quite different things. Information is giving out; communication is getting through.”...