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234 Broad Street Sumter, SC 29150

803-774-3121
Donnie.Daniel@LPL.com
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Strategy Based Services

Your plan for the future should anticipate problems and adjust to changes. We can help.

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Entrepreneurs & Businesses

Our knowledgeable and experienced advisors are always looking for better ways to equip you for
what’s to come.

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Performance Based Services

We measure our success by your success.

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Your Vision of Life, Our Sound Planning

Your Vision of Life, Our Sound Planning

Helping you pursue financial independence. 

Helping You Understand Today's Financial Environment

Helping You Understand Today's Financial Environment


OUR SERVICES

Retirement Planning

Thanks to decades of experience, we can focus on building meaningful experiences for our clients.

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Financial Planning

We work with you to outline what's most important and craft a financial strategy around your needs.

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Insurance

Your goals are our goals. We're as invested in making sure you have a solid financial strategy as you are.

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MEET THE TEAM 

Donnie Daniel

Donnie Daniel

Wealth Manager

803-972-3110

Jim Chandler

Jim Chandler

LPL Financial Advisor

803-774-3121

Brett Rowe

Brett Rowe

Plan Manager - Paraplanning Services

Stephen LaRosa

Stephen LaRosa

Insurance Specialist Assistant

803-774-3121

Elizabeth Woodrow

Elizabeth Woodrow

Client Service Coordinator

803-774-3121

Brett Rowe

Brett Rowe

Plan Manager - Paraplanning Services

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