The Team
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...
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 Laurel Oak Land and Home. She is the mother of a 12 year old little boy named Hatch Wheeler. He is the apple of her eye. Brandi is a graduate of...
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...
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...