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.

 

Founders

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

Private Wealth Advisor

Office 843-459-3096


Email

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

Private Wealth Advisor

Office 843-847-1135


Email

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Partners

Evan Hammond

Private Wealth Advisor

Mobile 843-509-4671


Email

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Spencer Arceo Schulz

Private Wealth Advisor

Office 843-666-0472


Mobile 206-658-5661


Email

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Team Members

Lauren Starowicz

Director of Operations

Office 843-459-3096


Email

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Elizabeth Seehr , CFP®

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

Associate Private Wealth Advisor

Office 843-459-3096


Email

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Jessica Goddard

Director of Marketing and Client Experience

Office 843-459-3096


Email

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Hailey Burleson

Director of Operations and Client Service

Office 843-459-3096


Email

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Carter Bunn

Director of Client Experience

Office 843-459-3096


Email

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