Greenville Office

In 1996, a location in Greenville was opened, led by the late Johnnie Mac Walters, the former Commissioner of the IRS who became known for defying President Richard Nixon during the Watergate scandal.

Contact Us —

Camp R. Wynn, CFA

Principal

Jamison W. Hinds, JD

General Counsel

James C. Fiske, CFP®

Portfolio Manager & Investment Analyst

Kathryn A. Smith, CPA/PFS, CFP®

Financial Planner

Jordan Taylor-Director of Family Services

Jordan R. Taylor, CPA

Director of Family Office Services

Reid E. Thompson, AIF®

VP & Corporate Retirement Plan Specialist

Karen H. Longhurst, ATFA, CTFA

VP of Trust Operations

Pamela G. McCauley

Trust Officer for Special Needs & Circumstances

Lori Nguyen

Trust Administrator

Gina Grooms

Assistant Trust Administrator