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Our Team
Comprised of a cohesive team of professionals with the knowledge and experience to give you individual care and expert advice.
Brad Brantley – AIF®, CPFA
Managing Partner
Director of Corporate Retirement Plans
Brad, an alumnus of The Citadel, is the managing partner of the firm and leads the corporate retirement planning division. He works closely with every team member across all aspects of the business to ensure client success.
Brody Rosenfeld - CPA, CFP®
Sr. Financial Planner
Brody is a Certified Public Accountant and Certified Financial Planner known for his wizardry with numbers. He has a unique talent for creating simple, effective solutions to even the most complex financial challenges.
Jason Floyd – CFP®, MSFP, CFT-1TM
Financial Planner
As a self-described financial planning geek, Jason thrives by guiding clients as they build successful long-term financial plans. In addition to being a Certified Financial Planner, Jason obtained his master’s degree in financial planning (MSFP) earning a 4.0 GPA.
Brittany Uzarski
Client Service Associate
As a dedicated wife and mother of two young boys, Brittany excels at multitasking and ensuring tasks are completed efficiently and on time. She manages client administrative responsibilities and keeps the firm’s operations running smoothly.
Alisha Kaiser
Operations Manager
Alisha is the keeps the business running smoothly day to day. She brings experience in business brokerage and a decade of large-scale event coordination, including the Super Bowl Breakfast. She manages the scheduling, client communication, and details that let the team stay focused on clients.
Austin Cones
Client Relationship Manager
Austin works on investment analysis, client presentations, and meeting preparation. His experience at Maxis Plan Solutions gives prepared him to provide support for retirement plan administration and compliance. Austin holds an MBA and a B.S.B.A. in Finance from High Point University.
Jason Floyd – CFP®, MSFP, CFT-1TM
Financial Planner
As a self-described financial planning geek, Jason thrives by guiding clients as they build successful long-term financial plans. In addition to being a Certified Financial Planner, Jason obtained his master’s degree in financial planning (MSFP) earning a 4.0 GPA.
Alexis White
Client Service Associate
As a dedicated wife and mother of two young boys, Brittany excels at multitasking and ensuring tasks are completed efficiently and on time. She manages client administrative responsibilities and keeps the firm’s operations running smoothly.