Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Will Rogers

CFP®, BFA, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Will Rogers Visit Will Rogers's website

Heather Winner

MBA, CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Heather Winner Visit Heather Winner's website

Damon Cline

BFA

Financial Advisor

Learn more about Damon Cline Visit Damon Cline's website


Our team

Andrea K Stripling

Andrea K Stripling

Client Service Specialist

Personal Intro

Andrea welcomes all with hugs and a warm heart! To make her heart smile give her the chance to play with her grandchildren - that or play some Bob Seger while she and her husband, Les, are watching the Steelers play!

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Mary Frances Hendrix

Mary Frances Hendrix

Office Manager

Personal Intro

Mary Frances brings order to our often chaotic worlds. Her attention to detail is only exceeded by her love for cats! She and her husband, Andrew, live in Aiken, giving her the longest commute of anyone in the office BUT it also keeps her close to her twin daughters going to school in Columbia and Charleston, S.C.

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