About Us

Eric understands that investment planning is about more than just providing good investment returns, it is also about working to deliver guidance that can help clients through life's ups and downs. Over his career, Eric has helped many individuals, families, trusts, foundations, and business owners work to be financially prepared for both the positive and challenging times that inevitably happen. 

As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER^TM certification, Eric creates a plan designed to provide you a stable financial foundation while also making sure you plan to enjoy what is most important to your own journey. Before he analyzes assets or investments he seeks to understand who you are as a person, what you want to achieve in life, and then lets those goals help develop personalized financial recommendations.

Eric knows that the team approach is integral to delivering the comprehensive, personalized advice that clients deserve. He has been intentional about surrounding himself with others who share the highest level of integrity and are eager to serve clients better each day.

It is a blessing to have the opportunity to serve others, including both clients and the greater community. Eric and his wife, Ellen, remain active in various community organizations that they are passionate about and strive to have a positive impact on others. Away from the office, you can find Eric & Ellen relaxing on the lake, snow skiing, cheering for their Tigers, spending time with their many family members that live nearby, and mostly just enjoying the laughs and smiles provided by their two young boys.

CA Insurance License 4428555, Resident State SC

As a Financial Advisor, Brody takes a dedicated interest in the lives of his clients and in serving them throughout their wealth building journey. He puts his clients, rather than the market, at the center of the relationship. Their goals and priorities drive the financial strategy and utilizing the resources available to him, Brody helps his clients work to achieve the life they desire.

Brody's responsibilities include building plans and portfolios for individuals, businesses, trusts, and employers. He also oversees business development for the team.

Brody spent 15 years in the United States Army before being medically retired. He graduated with a B.A. degree from Clemson University in 1997.

Brody is committed to his family, church and community. He has been married to his wife Amanda for 14 years and has 4 children. He enjoys golfing, hunting and spending time with his family on the lakes and in the mountains of the upstate. He serves on the Board of Directors for Vantage Point Foundation, a veteran non-profit. He also volunteers with his church as a member of the safety team.

CA Insurance License 4428351, Resident State SC

Andy understands that personal finance isn’t “one size fits all.” He takes time to understand each client’s situation and create a plan centered on what is most important to them. Andy has spent years mastering planning concepts that are key components of a solid financial foundation, but he also understands that life is unpredictable, and each plan must be designed to adapt to the many ups, and the inevitable downs, along the way. He enjoys walking alongside clients to provide continuous guidance to ensure they enjoy life now, while still planning for later.

Andy earned a Finance degree from the University of South Carolina and is passionate about his career in the personal finance industry. Andy is proud to be a part of the team at RISE and considers it an honor to work alongside some of the area’s top financial professionals each and every day.  

Andy is a native of the Upstate and lives in Clemson with his wife, Whitney, and their two young boys. Andy and Whitney are grateful to be a part of their community and cherish the many friendships they have made over their years in the area. In addition to time spent with friends, Andy and Whitney enjoy time with nearby family, hanging out on the lake, and soaking up every minute possible with their two boys.

Background and experience

With an emphasis in relationship management, Whitney strives to help clients achieve both their personal and financial goals as our team's Registered Client Service Associate. Whitney has over 15 years in the financial services industry and she holds Series 7 and 66 registrations. 

Whitney's key focus is strengthening the standing relationships between our team and clients to help make sure they are receiving the highest level of service and have confidence in knowing they have a plan in place. She enjoys getting to know each of our clients and helping successful individuals and families live their best lives by working to achieve their financial goals. Whitney earned a bachelor's degree from Anderson University. 

Away from the office

Whitney is a Westminster native and lives there with her husband, Chris, and their daughter, Charley. They are active in their local community and church. They value quality time with each other and their nearby family and friends. Whitney is also an active member of the Clemson Sertoma Club and has a special interest in Camp Sertoma.

Background and experience

Efficient and hardworking, Jackie is a Client Service Associate for our team. She manages a wide range of operational duties and provides timely, attentive and friendly servie to support clients' needs. Jackie has been in the financial industry for over 28 years and is the most tenured member of RISE Financial Strategies Group. She is an integral part of our team and cares deeply about assisting clients with their operational needs.

Away from the office

When she isn’t at the office you can find her gardening, birdwatching, fishing, camping, and spending time with her dogs, children and grandchildren.

The newest member of our team, Andi comes to us with 18 years of customer service experience including 4 years in the financial services industry.  As a Client Service Associate, Andi gets to demonstrate her passion for serving and helping people on a daily basis. She is likely the friendly voice that answers when you call or greets you at the door. 

Away from the Office

Andi was raised in Pickens County and still resides nearby with her husband Shawn and 4-legged rescues. She fills her free time kayaking, attending concerts, traveling, and spending time with friends and family. She is active in her church and serves on the board of 10Line Ministries, a local non-profit supporting military veterans and their families.