Greg has served as the trusted advisor to many families and businesses since 1993.

After receiving his undergraduate degree from the University of Georgia, Greg proudly served as an officer in the United States Army, serving as an Infantry platoon leader and completing Airborne and Ranger training during that time. 

Greg maintains the certifications of CERTIFIED FINANCIAL PLANNER™ and Certified Retirement Planning Counselor^®. He takes a comprehensive approach to helping his clients manage and protect the wealth they have accumulated. Greg has been recognized by Forbes as one of the Best-in-State Wealth Advisors* in 2018, 2019, 2020, 2021, 2022 and 2023.

Greg is an active member of the Aiken community. He is a Rotarian and supports organizations such as Aiken Performing Arts, Aiken Land Conservancy, and the Hitchcock Woods Foundation. Greg and his wife Michele have three children and enjoy traveling and spending time outdoors.

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com).

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

Office Address:
149 Crepe Myrtle Drive
Aiken, SC 29803
Local Phone:  803.644.1227  |  Fax:  803.644.9590
E-mail address:  info.pfa@palmettofa.com 
Website:  www.palmettofinancialadvisors.com 


CA Insurance License#: 0D47623. Resident state: SC

Dean has over 30 years of experience in the financial services industry. 

In addition to his role as trusted advisor to families and small businesses, he has also served Wells Fargo Advisors and its predecessor firms as Branch Manager and Complex Manager for multiple offices within the Florida Gulf Coast region. Dean enjoys working closely with his clients, striving to understand their individual needs and goals so that he can tailor investment strategies specifically for them.

Dean holds a Bachelor of Arts degree in Economics from Furman University in Greenville, SC. 

He and his wife, Lori, have five children and now make their home in Aiken. Dean enjoys golf, travel and time with family.

Office Address:
149 Crepe Myrtle Drive
Aiken, SC 29803
Local Phone:  803.644.1227  |  Fax:  803.644.9590
E-mail address:  info.pfa@palmettofa.com 
Website:  www.palmettofinancialadvisors.com

Katy has been a financial advisor since 2011 and is a CERTIFIED FINANCIAL PLANNER® practitioner.  Katy enjoys working with individuals and families, helping them prioritize their objectives and create customized portfolios to maximize their resources.

Prior to joining the financial services industry, Katy was a manager in the thoroughbred racehorse industry where she worked with some of the largest owners in the world.  She has lived in Australia and Ireland and traveled extensively for work in Japan, New Zealand, Europe, and all over the United States. 

Today, Katy is an active member of her community. She is the past Board Member of the Kisner Foundation, the past Board Treasurer for the Child Advocacy Center, and she volunteers for the Hitchcock Woods Foundation and the Aiken Horse Park Foundation. 

Katy and her husband Willie hail from opposite coasts, San Francisco and Boston respectively, but chose to make Aiken home and have never looked back.  They feel lucky to raise their boys in this tight knit community where they can pursue their love for horses and the outdoors. 

Office Address:
149 Crepe Myrtle Drive
Aiken, SC 29803
Local Phone:  803.644.1227  |  Fax:  803.644.9590
E-mail address:  info.pfa@palmettofa.com 
Website:  www.palmettofinancialadvisors.com

Jennifer joined Wells Fargo Advisors Financial Network in 2007 after spending 15 years in the legal field as a civil litigation paralegal. She holds her Series 7 and Series 66 securities registrations.

After growing up overseas, Jennifer now lives in Aiken with her husband, Corey and their two children. Away from the office, she enjoys traveling, volunteering, and spending time with her family and friends.

Office Address:
149 Crepe Myrtle Drive
Aiken, SC 29803
Local Phone:  803.644.1227  |  Fax:  803.644.9590
E-mail address:  info.pfa@palmettofa.com 
Website:  www.palmettofinancialadvisors.com

Tammy has worked in the financial services industry since 1990 and joined Wells Fargo Advisors Financial Network in 2001. She holds her Series 7 and Series 66 securities registrations.

Tammy lives in her hometown of Salley, SC with her husband Travis and their four children and two grandchildren. When she is not in the office, she enjoys family time, singing and volunteering at church and spending time outdoors.

Office Address:
149 Crepe Myrtle Drive
Aiken, SC 29803
Local Phone:  803.644.1227  |  Fax:  803.644.9590
E-mail address:  info.pfa@palmettofa.com 
Website:  www.palmettofinancialadvisors.com