Our Team

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...

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...

Ginny joined Lowcountry Financial Group as an associate in January, 2020. Ginny’s primary role will focus on Branch Operations management, including client and account services, business processing and compliance.

Steve began his career in 1984 as an agent with Equitable Life Insurance and Registered Representative of Equico Securities in New York. With an approach designed to cultivate sound financial planning, his career at Equitable,...

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...