Our WHY

We exist to Inspire Confidence, Simplify Life and Build Meaningful Relationships


Our advisors

Giovanni Luccia

MBA, CRPC

Private Wealth Advisor

Chief Executive Officer of JourneyPoint Wealth Advisors
Learn more about Giovanni Luccia Visit Giovanni Luccia's website

Jonathan Healey

BFA, CRPC

Financial Advisor

Learn more about Jonathan Healey Visit Jonathan Healey's website

Devin Clement

BFA, APMA

Financial Advisor

Learn more about Devin Clement Visit Devin Clement's website


Our team

Karen Wood

Karen Wood

Executive Assistant

Personal Intro

  • Karen lives in Taylors, SC with her husband Richard and their 19-year-old daughter Kendal and 16-year old son Trey. They have 4 kitties – Cotto, Chaos, Butterscotch and Cinnamon
  • Karen enjoys spending her free time working out on her Peloton, cooking, reading, and planning her next trip to Walt Disney World! Karen is an animal lover and supporter of a local dog rescue for many years.

Qualifications

  • 30+ years working in administrative managerial positions

  • BFA in Musical Theater from The Boston Conservatory

  • 17 years as a Casting Director & Special Events Coordinator working with both Corporate and High End Private clientele

  • Worked for 7 years as Payroll Manager for an Accounting firm

  • Notary Public

  • Client Experience Specialist

Roles & Responsibilities

  • Executive Assistant to Advisors
  • Payroll and Administration management
  • Client Service Coordinator
  • Leadership role in Practice Operations
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Crimmins Hankinson

Crimmins Hankinson

Client Concierge

Personal Intro

  • Crimmins lives in Greenville, SC, originally from Augusta, GA
  • He likes to spend his free time with friends and family, watching sports and working out

Qualifications

  • BBA– Concentration in Financial Services – Augusta University

  • AS – Marketing – Butler Community College

Roles & Responsibilities

  • Executive Assistant to Advisors
  • Client Service Coordinator
  • Assists Advisors in prepping for client meetings
  • Assists Clients with Scheduling
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