What Sets Us Apart
Listening, understanding, being thorough, and having a strategic plan for how to address a client’s goals is what we do best. Because we know how important family is, and how every person deserves to live more confidently as they get older, we work very hard to make sure our clients are able to pursue their financial goals as we would do for our own. Our job is first, to understand you and your specific circumstances, and second, to use that knowledge to tailor a plan that fits your life and your vision for your future. And let’s be clear, a tailored plan goes beyond simply choosing investment products. It entails a deep knowledge and appreciation of your objectives, needs, long-term goals, time horizon, risk tolerance and – most importantly – your personal values.
Our MissionWhat's Covered in the Planning Process?
While engaged in the planning process, we review a broad range of topics including budgeting, planning for emergency needs, managing debt, accumulating wealth, planning for special purchases, developing appropriate tax planning strategies, planning for retirement, managing risk, and working with other professionals to preserve wealth via estate planning strategies.
Michael M. Milbee, CFP®
President & Senior Wealth Advisor
(843) 951-9478
Michael M. Milbee, CFP® started his career in finance in 2005, after graduating from Clemson University with a degree in Economics & Philosophy. He became a financial advisor with Waddell & Reed in 2008 during the economic...
Roger D. Hudgins, Jr. CMFC
Senior Wealth Advisor
(843) 951-9478
Roger D. Hudgins, Jr. started his career with us in 2004. He joined our team after getting his finance degree from Coastal Carolina University (Go Chants). Roger is a Senior Weaith Advisor that has many jobs within our financial...
Chelsey J. Munn
Financial Operations Manager
(843) 951-9478
Chelsey Johnson Munn joined our team 10 years ago after graduation from Coker College in the top ten of her class with honors majoring in Business Administration and English. Since joining our team, she has worked diligently to ensure...
Jacob M. Davidson
Wealth Advisor
(843) 951-9478
Jacob graduated from the Wilbur O. and Anne Powers College of Business at Clemson University in May of 2020, where he studied Financial Management and finished with honors. He joined our team in October 2020 and recently finished...
Brandi L. Wheeler
Client Services Associate and Marketing Associate
(843) 951-9478
Brandi Wheeler is a Hartsville native and is married to Cal Wheeler, owner of Vintage. She is the mother of a 7 year old little boy named Hatch Wheeler. He is the apple of her eye. Brandi is a graduate of Hartsville High School and...
