Broker Check

Our Team

Christopher T. Long, CLU®, ChFC®, CFP®, CLTC

Financial Advisor

(803) 661-6183

[email protected]

Chris Long specializes in helping physicians in all stages of their career to maximize their assets and funds to achieve their goals. He combines his professional financial knowledge with his personal experience. As a physician spouse,...

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Gregg K. Helman, CFP®, CLU®

Financial Advisor

(803) 661-6183

[email protected]

Gregg Helman has deep roots in medical financial planning. He has gained valuable insight and continues to learn from his physician father. He now has 21 years of experience in the financial services industry and is passionate about...

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Nancy Glaz

(803) 661-6183

[email protected]

Nancy is a graduate from University of South Carolina and recently earned her Masters in Healthcare Administration. She has worked in the public health sector, health care industry, and academia. Her diverse work experience enhances...
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