Meet our team

“Our job is to help clients achieve the life they want or the life they imagined they could never have.”

Background and experience

Lon has been working at Wells Fargo Advisors as a Financial Advisor for almost three decades. When working with clients, he focuses on strategies that help provide them with confidence for their wealth management needs. Achieving this level of partnership requires building a personal relationship through attentive listening and discovering what he calls each client’s “life mosaic.” Once Lon and his team paint a client’s life mosaic, they build a plan rooted in quality advice, prudent practices, and elegant customer service.

Lon earned a bachelor’s degree in economics from Furman University. Prior to his career as a financial advisor, Lon served as CEO of his family business.

Away from the office

Committed to helping his community prosper, Lon is active with St. Philips Church. Away from the office, he also enjoys golf, reading, and staying in shape. He and his wife, Anne, live in Charleston and have raised four children. They are blessed with five grandchildren.

“It is my motivation to ensure our clients are on track to achieving their lifetime goals.”

Background and experience

Nick serves as a financial consultant to individuals, families, and institutions. He works with clients to help them realize their financial goals. He then uses this information to formulate an investment strategy and develop a comprehensive investment plan. Nick meets with his clients to review their plan, and as his clients’ life circumstances change, the appropriate adjustments are made.

Nick began his career with John Hancock Signator Investors in 2013. In 2019, he obtained a CERTIFIED FINANCIAL PLANNER® certification. The CFP® certification identifies individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® professionals also agree to meet ongoing continuing education requirements. Prior to joining the financial services industry, Nick earned his B.B.A. in international finance and marketing with a minor in accounting from The University of Miami Herbert Business School.

Away from the office

Originally from the rolling hills of the Ozark Mountains of Missouri, Nick and his wife, Amanda, reside in Mt. Pleasant, South Carolina. Nick is an avid runner and has completed The Dopey, a four-day runDisney Race event which features a 5k, 10k, half-marathon, and marathon on consecutive days. When he’s not training, Nick enjoys traveling and playing tennis. Nick and Amanda are self-proclaimed “foodies” and revel in all the exquisite cuisine the Charleston area has to offer. As a family, they believe in giving back to their community. Their volunteer projects have included supporting the Alzheimer’s Association and participating in the local food bank.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Background and experience

Danielle ensures that clients’ operational and administrative needs are handled quickly and accurately. She is responsible for the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering questions regarding statements.

Danielle began her career with Seachem Laboratories in 2007. Prior to joining the financial services industry, Danielle earned her B.S.A. from the University of Georgia and her M.A.T. from LaGrange College.

Away from the office

Born in Illinois, Danielle grew up in Georgia and now resides with her husband, Lea, in Charleston, South Carolina. Danielle enjoys going to the beach, working out, cooking, and reading. As an avid sports fan, she likes watching golf, baseball, and especially Georgia Bulldogs football. Danielle is an active member at The Cathedral of Saint John the Baptist. Outside work, she gives her time and talents as a supporter of St. Jude Children’s Research Hospital.