Henry Baker Summer

In 2016, I started in the financial services industry unsure of what I wanted to do when I “grew up." I had spent my first year out of college doing mission and service work in Southern Africa, Southeast Asia and Central America. In just a handful of months, I became convinced that the best way I could serve people was as a financial advisor. Money touches everything. It is a tool, that when used well can bring stability and joy to our lives. However, when it is not held in the correct perspective, it can add stress and worry instead. That’s why our mission is to take the work and worry out of planning. I decided to start my own firm out of a desire to provide better advice at a lower cost to more people. Quality financial planning can be difficult to find in today’s world. When I’m not meeting with clients or building financial plans, I’m either with my family or outside. I enjoy scuba diving, swimming, running, cycling, mountain biking and playing music. My wife and I are active in our church community as well. I don’t get much time to sit and read, but I enjoy listening to audiobooks, especially by people who are the best at what they do in any field.

Jeffrey Smith is a financial advisor with Compass Financial, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Compass Financial since 2010. In addition to his advisory role, Mr. Smith is a licensed insurance agent selling life, health, and variable insurance products. Compass Financial, LLC provides asset management and pension consulting services to individuals, small businesses, trusts, estates, pooled vehicles, and charities, with a particular focus on qualified retirement plan sponsors. The firm develops investment strategies based on client goals, time horizons, and risk tolerance, primarily operating on a non-discretionary basis and employing both fundamental and technical analysis.

Brian Duerson is a financial advisor at K2 Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advising, he is an owner and investor in Consecrated Holdings, LLC, a commercial real estate holding company in South Carolina. K2 Wealth Management provides fee-based, discretionary investment management and integrated financial planning to individuals, families, business owners, and plan sponsors. The firm follows a long-term, evidence-based approach emphasizing strategic asset allocation and factor-based core exposures, primarily utilizing Dimensional Fund Advisors, ETFs, and direct indexing.

Jeremiah Barwick is a Series 65-licensed financial advisor at Keen Capital, Ltd with one year of industry experience. He previously worked at Wealth Enhancement Group and TrinityPoint Wealth, LLC. Prior to entering the financial industry, he served four years in the United States Air Force. Keen Capital provides financial planning, investment management, and integrated wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm follows a long-term investment approach based on Modern Portfolio Theory and offers advisor-delivered accounting and tax services alongside investment advice.

Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.

Katherine Hollenbeck is a CFP® and CFA® with 16 years of industry experience. She has worked at Core Advisors, Ltd. since 2015. She serves as President and CEO of the CFA Society South Carolina, a nonprofit professional organization. Keen Capital, Ltd. provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, businesses, and charitable organizations. The firm combines financial planning and investment management with retirement plan advisory and offers accounting and tax-related services on fixed-fee arrangements.