Meet the Team

Laura McKenzie

Laura McKenzie, CRPC, CLTC, RSSA
Retirement Counselor, LTC Advisor, Registered Social Security Analyst

Proudly serving SC, NC, GA, FL, AL

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Melissa Lovelady-Weaver, CSA
Certified Senior Advisor,
Retirement Specialist in SC

Proudly serving the Midlands

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Hailey Lundy, CSA
Certified Senior Advisor,
Retirement Specialist in SC, GA

Proudly service the CSRA

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Tony McKenzie
Retirement Specialist

Proudly serving Northern Florida.

Trey McKenzie

Trey McKenzie
Retirement Specialist

Proudly serving SC, GA, Fl