Experience Across Every Decision
Investment management, financial planning, tax strategy, estate planning, trading, and client service come together through one team committed to disciplined thinking and personal accountability.
Spartanburg Office
Steven Tolleson
Co-Founder | Principal
Former Major League Baseball player who built a modern advisory firm grounded in the principles of elite performance.
Anna F. Wolford, CFP®
Director of Financial Planning | Advisor
CFP® Professional with over a decade of experience translating complex financial plans into clear, actionable strategies.
Caden Meis
Director of Trading Operations | Quantitative Analyst | Co-Portfolio Manager | Ai Integrations
All-American lacrosse player and Division I football player turned quantitative portfolio trader with deep roots in mathematics and technology.
Tim Few
Wealth Advisor
Operations leader with a people-first philosophy, ensuring the firm delivers excellence with integrity at every level.
Josh Gallman
Wealth Advisor
Former professional golfer who brings nine years of competitive discipline and a client-first perspective to advisory work.
Kimberly Roof
Director of Client Service
Process-driven professional dedicated to creating exceptional client experiences through organization and genuine care.
Greer Office
Anthony Mahfood
Co-Founder | Principal
25+ year wealth advisor bringing institutional expertise in tax strategy, estate planning, and comprehensive wealth architecture.
Alex Spence
Wealth Advisor
Former BMW engineer who brings a disciplined, analytical approach to coordinating every piece of a client's financial life into one cohesive plan.
Robert Francis
Director of Trading Operations
Institutional finance veteran with 12 years at Goldman Sachs and Deutsche Bank, now leading trading execution and portfolio implementation at WIN.
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