Greenville, SC

217 W Stone Ave.
Greenville, SC 29609

(864) 501-5108


Mike Kuckel

CEO | Senior Lead Advisor

Will Hines

President | Lead Advisor

Bob Felts

Senior VP | Lead Advisor

Daniel Milks

VP, Portfolio Strategy
| Lead Advisor

Graham Morris

Associate Advisor

Client Services

Kelly Tripp

Client Service Specialist


Cole Pearson

VP, Investment Solutions

Nathan Willis

Director of Portfolio Strategy

John Siverling

Director of Private Markets & Impact Advocacy

Will Sorrell

Investment Solutions

Tom Mueth

Senior Portfolio Strategist

Rob Riley

Investment Analyst


Rob Grubb

Chief Operations Officer

TJ Claud

Chief Compliance Officer

Charlie Watkins

VP, Finance

Brian Church

Chief Revenue Officer

Matthew Moses

VP, Operational Consulting

Wade Johnson

Director, Transition
and Operations

Jennifer Rogers

Director of Advisor Operations

Samantha Vance

Director of Marketing