Meet the Team

Laura McKenzie

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

SC, NC, GA, FL, AL

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

Hailey Lundy 2024 copy

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

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Tony McKenzie
Retirement Specialist in FL

Trey McKenzie

Trey McKenzie
Retirement Specialist in SC, GA, FL