The Team
Michael M. Milbee, CFP®
President & Senior Wealth Advisor
(843) 383-2073
Roger D. Hudgins, Jr. CMFC
Senior Wealth Advisor
(843) 383-2073
Roger D. Hudgins, Jr. started his career with us in 2004. He joined our team after getting his finance degree from Coastal Carolina University (Go Chants). Roger is a Senior Weaith Advisor that has many jobs within our financial...
Chelsey J. Munn
Financial Operations Manager
(843) 383-2073
Chelsey Johnson Munn joined our team 10 years ago after graduation from Coker College in the top ten of her class with honors majoring in Business Administration and English. Since joining our team, she has worked diligently to ensure...
Jacob M. Davidson
Wealth Advisor
843-383-2073
Jacob graduated from the Wilbur O. and Anne Powers College of Business at Clemson University in May of 2020, where he studied Financial Management and finished with honors. He joined our team in October 2020 and recently finished...
Brandi L. Wheeler
Client Services Associate and Marketing Associate
843-383-2073
Brandi Wheeler is a Hartsville native and is married to Cal Wheeler, owner of Vintage. She is the mother of a 7 year old little boy named Hatch Wheeler. He is the apple of her eye. Brandi is a graduate of Hartsville High School and...
(02/21)