Meet the Team
Ken Stupski
Financial Advisor/Financial Planner
As an Investment Advisor with over 25 years of experience, I am passionate about helping individuals and families pursue their financial goals and navigate their financial futures. My approach combines comprehensive financial planning...
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Max Kalfjall
Financial Advisor
I’m a fiduciary advisor based in South Carolina, working with clients across multiple states to provide comprehensive financial planning, investment advice, and life & health insurance solutions. Originally from Stockholm, Sweden, I...
Client Centered
Whether you are investing to pursue building wealth, seek protection for your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you navigate your needs of today and for many years to come. We look forward to working with you.