Our advisors

Michele Casey Huddleston

CFP®, CRPC, ChFC®, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michele Casey Huddleston Visit Michele Casey Huddleston's website

Brandon L Leonard

MSFP, CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brandon L Leonard Visit Brandon L Leonard's website


Our team

Roger Huddleston

Roger Huddleston

Operations Director

Qualifications

  • Been with the practice over 12 years

  • FINRA Series 7 and Series 66 licensed
  • SC State Life, Accident & Health Insurnace licensed
  • SC State Annuities licensed
  • Georgia State University, MBA - 1988
  • Clemson University, B.S. - 1984

Roles & Responsibilities

  • Business Operations and Strategic planning
  • Finance and Accounting for the practice
  • Information Technology
  • Facilities
  • Human Resources and Employee Benefits
  • Risk Mitigation
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Cathryn Lopez

Cathryn Lopez

Client Service Manager

Qualifications

  • More than 17 years experience in the Financial Services industry

  • Over 3 years with the practice

  • FINRA Series 7 licensed
  • FINRA Series 66 licensed
  • Hollins University, B.A.

Roles & Responsibilities

  • Client Relations
  • Office Efficiency
  • Business Processing - Level 2
  • Overseeing Level 1 Client Service Activities
  • Social Media Marketing for the practice
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Elizabeth "Liz" Nichols

Elizabeth "Liz" Nichols

Administrative Assistant

Qualifications

  • Over 1 year with the practice

  • Financial Paraplanner Qualified Professional (FPQP)

  • Bob Jones University, B.A. - 2022

Roles & Responsibilities

  • Client Experience
  • Business Processing - Level 1
  • Online and Print Media Marketing
  • Event Planning
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Chris Hartnett

Chris Hartnett

Investment Specialist

Qualifications

  • Over 10 years' experience in Banking and Financial Services industry

  • FINRA Series 7 licensed
  • FINRA Series 66 licensed
  • SC State Life, Accident and Health Insurance licensed

  • SC State Variable Contracts licensed

  • University of South Carolina, B.S. - 2012

Roles & Responsibilities

  • Inputting and maintaining investment models in trading system as provided by advisors
  • Pulling portfolio rebalance reports
  • Preparing investment deliverables
  • Executing trades
  • Moving cash at clients' request
  • Performing investment research and participating in quarterly investment review meetings
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Erin Brown

Erin Brown

Client Service Specialist

Qualifications

  • Over 6 years with the practice

  • Successfully completed FINRA Securities Industry Essentials (SAE) Exam

  • Winthrop University, B.S. - 2017

Roles & Responsibilities

  • Participating in client meetings to facilitate capturing of key items and follow-up activities.
  • Ensuring meeting follow-up activities are completed in a timely manner.
  • Managing the financial planning workflow and answering any data related questions.
  • Assisting advisors with client inquiries and responses.
  • Providing backup to other key functional areas in the practice.
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