Broker Check

Our Team

Justin R. Glembin, CDFA ®

Partner

(843) 499-2479

[email protected]

A veteran of the financial services industry, Justin brings over 12 years of experience to his clients. While he thrives in a number of financial disciplines, he specializes in providing investment management strategies that help...

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Samuel B. Winkler, CPA, CFP®

Partner

(843) 972-3315

[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...

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Jim Grogan

Partner

[email protected]

With 33 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...

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