Broker Check

Our Team

Samuel B. Winkler, CPA, CFP®

Financial Advisor

(843) 402-0514

843-654-4299

[email protected]

As Partner of the firm, Sam brings his public accounting and wealth management background to help clients simplify and secure their financial lives. A longtime Certified Public Accountant (CPA), he has spent his career working...

Read more

Jim Grogan

Financial Advisor

[email protected]

With 34 years of industry experience, Jim Grogan has dedicated his career to providing clients with a hands-on and educational approach to financial and retirement planning. By working as a team, they are able to create, implement, and...

Read more

Ginny Wilson

Registered Admin

843-402-0514

843-654-4299

[email protected]

Ginny joined Lowcountry Financial Group in January, 2020 and became a CFP® in November, 2020. Ginny’s primary role will focus on Branch Operations management, including client and account service, financial planning and...

Read more

Zach Anderson

Financial Advisor

8435769168

[email protected]

A native Charlestonian and Clemson University alumni, Zach is happy to be serving the Charleston community as one of Lowcountry Financial Group’s financial advisors. He will tell you that he is passionate about education and...
Read more