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...