Our Team

Samuel B. Winkler, CPA, CFP®

Financial Advisor

843-654-4299

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...

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...

Christopher Werden, MBA

Financial Advisor

8434020514

843-654-4299

[email protected]

Since his career began, Chris has strived to be effective in the world by making a difference in his clients' lives. He takes extra steps to develop a deeper understanding of his clients' needs to help them realize the financial...

Ginny Wilson, CFP®, CRPC®

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...

Margaret J. Archambault, MAT

Administrative Assistant

843-402-0514

843-654-4299

[email protected]

Peggy joined Sutherland Werden Financial in June 2017. She is a retired Mathematics teacher from Charleston County Schools, where she held positions including Mathematics Department Head, District Instructional Facilitator, and Teacher...

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...