Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Angela Wills Hamilton, CPA
Financial Advisor
(864) 574-3672
Education:Graduate of Dorman High SchoolGraduate of University of South Carolina-Upstate with a BS in Business AdministrationExperience:Joined the firm in 1995 Practiced in public accounting since 1993, including two years with a...
David E. Wilson, CPA
Financial Advisor
(864) 574-3672
Education: Graduate of Union High School Graduate of University of South Carolina-Upstate with a BS in Business Administration Graduate of Winthrop University with an MBA with a concentration in Accounting Experience: Joined the firm...