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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Co-Owner
      • Jan 2021 - Present

      Advisory Services offered through Client One Securities, LLC an Investment Advisor. Foote Financial Group, Inc. and Client One Securities, LLC are not affiliated. Advisory Services offered through Client One Securities, LLC an Investment Advisor. Foote Financial Group, Inc. and Client One Securities, LLC are not affiliated.

    • Partner

      Financial Services: • Retirement & Rollover Planning • Medicare Supplements • Portfolio Review & Analysis • Life Insurance Planning & Review • Estate Planning • Business Succession Planning • Tax Savings Strategies • Employee Benefits • Long Term Care • Disability Income • College Savings Planning • Comprehensive Investment Plans • Business Consultation Financial Services: • Retirement & Rollover Planning • Medicare Supplements • Portfolio Review & Analysis • Life Insurance Planning & Review • Estate Planning • Business Succession Planning • Tax Savings Strategies • Employee Benefits • Long Term Care • Disability Income • College Savings Planning • Comprehensive Investment Plans • Business Consultation

Education

  • University of South Carolina-Aiken
    Bachelor's degree, Experimental Psychology
    2000 - 2002

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