Our Team

Our client relationships are defined by truth, transparency and the willingness to advocate for the right decision, even when it is hard. We earn our clients’ trust through genuine connections with them and deep knowledge of their circumstances and needs.

Whether you are concerned for your own financial needs or those of your family or your business, our team can help you identify your needs and provide complementary solutions.

 

Founding Partners

F. Chrys Kanos , CLU®, ChFC®, CASL®, CLTC®

Wealth Management Advisor

Office 843-459-3096


Email

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Heath M. Johnson , CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Office 843-847-1135


Email

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Team Members

Lauren Starowicz

Director of Operations

Office 843-459-3096


Email

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Elizabeth Seehr

Director of Investments and Planning

Office 843-459-3096


Email

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Erica Beckert

Director of Client Services

Office 843-459-3096


Email

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Ben Trask

Financial Planning Analyst

Office 843-459-3096


Email

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