Karen Lee Monferdini Wells

Financial Advisor Assistant

Karen Lee Monferdini is a Financial Advisor Assistant. She provides high-level administrative support as well as client services and communication. Karen Lee graduated from Berry College with a Bachelor’s of Science.

Karen Lee was formerly a Hoofstock and Carnivore keeper at the Fort Worth Zoo in Texas, and her love for animals is a big part of her life. She is currently involved in animal rescue with the Kershaw County Humane Society and the Cat Around Town Project.

Kim Wadford
Client Services Specialist
Ken Calcutt, CMFC
Founder, Financial Advisor
Jay Brown, CFP®
Financial Advisor
Robert Price
Financial Advisor
Shannon Essick-Boone
Client Services Specialist
Bob Deaton, CFP, CMFC
Certified Financial Planner
Jonathan Jolley
Financial Advisor
Robert Templeton , CKA
Wealth Management Advisor
Noah Powell
Financial Advisor
Katherine Combs
Client Services Specialist
Bennett Miller
Financial Advisor
Ryan Templeton, CFP, CKA
Wealth Management Advisor
McGee Moody
Financial Advisor