For more than a millennium, explorers relied on tools such as the stars, a compass, a map, and now GPS systems to safely and efficiently navigate to their destination. An avid, sports fisherman, Chris sees clear parallels between charting a course to find the champion catch and charting your path to reach your financial goals.

Chris has always understood the value of having an investment plan. This comprehensive overview incorporates every facet of your financial life and sets the foundation on which all financial decisions will be made. Where do you want to go? Do you want to take the scenic route or the quickest route? Do you prefer relatively calm waters or are you comfortable with some waves?

Creating a successful plan requires a relationship that is built on trust. The process all starts with a conversation. Understanding what is most important to you and why. Aligning your priorities with a sound investment discipline, Chris will be there to provide advice and guidance along the way to ensure your plan is on track.

Chris began his career at Ameriprise where he began building a planning-based practice. He transitioned to Wells Fargo Advisors in 2020. Prior to starting his career, he earned a Bachelor of Science in Economics and Finance from Lander University and his Master of Business Administration (MBA) from The Citadel. Chris continued his education earning his Master of Science in Financial Services (MSFS) and is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® (ChFC®).

Chris and his wife, Kristen, reside in Greenwood with their children, Joseph and Arden and their beloved English Field Spaniels Sunshine, Tug and Gertrude. In his spare time, you will find Chris hunting, fishing, playing golf and tennis.

He believes in the power of giving back and currently serves on the Lander University Foundation and the Self Regional Hospital Foundation. Chris previously served as the President of the Financial Planning Association of South Carolina.

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 State 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.

Corrie has built her career based on service and dedication to helping her clients meet their financial needs. She believes every client deserves an impeccable service experience which can only be attained by delivering unparalleled personal service.

Daily Corrie strives to ensure that clients’ administrative and operational needs are handled accurately and efficiently.

Corrie is responsible for handling the day- to-day administration of accounts, including the opening of new accounts, updating existing account information, managing account and fund transfers, and answering questions regarding statements.

She began her career in the financial services industry in 2006 with a predecessor firm of Wells Fargo. It didn’t take long to realize she enjoyed the industry and set forth on building her career. Corrie has served in a variety of roles and transitioned to join Chris in 2021.

Corrie graduated from Lander University in 2005 with a Bachelor of Science in Business Administration.

A South Carolina native, Corrie and her husband, Chris, reside in Greenwood with their beloved boxer Khali and Mr. B the cat. They enjoy staying busy and spending time outside whenever possible. On the weekends, you can usually find Corrie camping, hiking or on the pickleball court. Corrie enjoys live music, cooking and gardening and for those quiet moments, reading and practicing yoga.