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Mt. Pleasant, SC Team

Your Valuable Team at the Helm

Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you work towards your dreams. As your Financial Professionals, we strive to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in order to pursue your objectives. 

R. Bennett "Benny" Firestone, Jr

R. Bennett "Benny" Firestone, Jr

Managing Partner


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Cathryn A. Cato

Cathryn A. Cato

Wealth Counselor

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Robert E. "Ned" Philbeck, IV

Robert E. "Ned" Philbeck, IV

Wealth Advisor

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Thomas A. Brophy<br/>

Thomas A. Brophy

Wealth Advisor

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Temple Whitaker

Temple Whitaker

Operations Manager

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Blair Mumma

Blair Mumma

Client Services Associate

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Dane Depolo

Dane Depolo

Associate Financial Advisor

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Lorem Ipsum

Lorem Ipsum

Lorem Ipsum

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Lorem Ipsum

Lorem Ipsum

Lorem Ipsum

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The path to financial freedom doesn't have to be complicated.

As an experienced, full-service team, we are here to offer you ongoing guidance and comprehensive services for every generation. Contact us today to learn how we can help.

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