A self-proclaimed “numbers nerd,” Jesse Hansford, CFP® has turned his passion for solving complex puzzles into a lifetime of helping others find financial freedom. Working closely with his clients, Jesse helps break down difficult concepts and offer simple, easy-to-understand strategies and solutions. In doing so, he enjoys seeing his clients grow in their financial literacy, knowledge and confidence.

In his role as managing partner, Jesse meets one-on-one with clients (in-person or remotely) to help them progress toward their goals. He leads our firm in creating client-wide communications, such as important market updates, blogs, video, social media posts and more.

Jesse earned his bachelor’s degree from the University of Illinois at Chicago and has been a financial advisor since 2007. Before entering the financial field, Jesse served in the United States Army for three years.

Outside of the office, Jesse volunteers his time as treasurer of Loaves & Fishes, a food rescue non-profit that works to eliminate hunger in Greenville County.

Jesse considers himself a very lucky man and husband, raising his three young men at home with his amazing wife. Spending time with his family serves as his best source of energy - whether they’re kicking a soccer ball in the backyard, building legos, hiking or making smores in the backyard. On Sundays, you can find the Hansford family attending worship at Hope Church in Simpsonville.

Years ago, Chris's mentor gave him a piece of advice that would shape the way he thought about money forever: 

"In life, there are 5 aspects: Spiritual, Mental, Physical, Social and Financial. If the Financial pillar of life is strong, it has an ability to affect the other four pillars in an incredibly meaningful way."

To this day, Chris remains passionate about planning because he understands the tremendous difference it can make in his clients' lives. In his position here as managing partner, Chris works diligently to oversee the wealth management process as well as the 401(k) plan consulting side of the practice.

In 1999, Chris earned the designation of CERTIFIED FINANCIAL PLANNER™ professional. In addition, he received the title of Certified Plan Fiduciary Advisor in 2018.

Before entering the financial services industry in 1995, Chris graduated from Clemson University with a bachelors of science degree in Finance.

Chris has served for various organizations professionally and personally including:

• CFP® Board of Washington, D.C. on the Commission of Standards
• CFP® Board Chairman of the Disciplinary & Ethics Commission
• Greenville Estate Planning Council
• Past Chairman and current Treasurer of The Children's Museum of The Upstate

A Charlottesville, Virginia native, Chris is a lifetime Clemson Tigers fan. With his wife, Heath, being a Carolina Gamecock, the debate of where their daughter will go to college never ends. When he's not in the office, Chris enjoys playing a round of golf in the summer and snow skiing in the winter. During the school year, he remains actively involved in mentoring students of Clemson University's College of Business and Behavioral Science. 

Working in the financial industry for over 12 years, Kelly serves as our firm’s Registered Paraplanner & 401(k) client services manager. In her position here, Kelly is passionate about helping clients take their hard-earned income and utilize it as a vehicle for their future. She understands the difficulty so many people face when it comes to personal financial management, which is why she takes great pride in working with the rest of our team to fulfill that responsibility.

Serving as Chris and Jesse's right-hand person, Kelly handles the firm's day-to-day operations. This could include anything from asset transfer and general money movement to handling our clients' account questions or assisting 401(k) plan sponsors and participants.

Kelly has always been a big proponent of  practicing what she preaches. In keeping true to saving smartly and spending wisely, Kelly enjoys teaching her daughter the value of money and engaging in helpful conversations with friends, family and 401k participants about saving and investing.

Kelly comes to our firm with a background in sales and management. She graduated from Appalachian State University with a BSBA in Management.

For fun, you’ll find Kelly participating in any outdoor activity from a triathlon to a mud run. She is originally from Knoxville, TN, but has lived in Greer for 20 years and loves the upstate. Kelly enjoys spending time with her husband, Jason, and their Jack Russell terrier, Humphrey. A recent empty-nester, Kelly’s daughter, Skylar, attends Coastal Carolina University with a desire to be in the medical field.