Our Associates

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

Greg maintains the designations 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. In 2019, Greg was recognized by Forbes as a Best-in-State Wealth Advisor.

Greg is an active member of the Aiken community. He is a Rotarian, previously served on the Hitchcock Woods Foundation Board of Trustees and supports many causes such at Young Life, Aiken Land Conservancy and the Aiken Performing Arts Group. Greg and his wife Michele have three children and he enjoys traveling and spending time outdoors.

The Forbes Best-In-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.  Investment performance is not a criterion.

Jennifer joined Wells Fargo Advisors 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. She has been recognized as a Premier Client Associate for her consistent display of professionalism, integrity and core leadership values.

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.

The Wells Fargo Advisors Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

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. She has been recognized as a Premier Client Associate for her consistent display of professionalism, integrity and core leadership values.

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

The Wells Fargo Advisors Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.