Kevin Dean Keller

I spent twenty years in business operations and consulting before making the shift to financial planning. Not because I needed a career change, but because I kept having conversations that felt more valuable than anything else I was doing. Driven, successful people who had built real things and were completely overwhelmed by the job of managing what they'd created. I had a natural instinct for this stuff. Turns out not everyone does. Once I realized I could actually help, it was hard to do anything else. I founded High Rock Wealth Management on a pretty simple belief: the hard work it takes to build wealth shouldn't be followed by a lifetime of managing it. That's my job now. The way I work is pretty straightforward. I'm a finance nerd, genuinely. Tax-loss harvesting, asset location, the mechanics of a well-built plan: I love this stuff and I obsess over the details. But I've also learned that the numbers only tell part of the story. Your relationship with money started long before you had any, and a plan that ignores that context is just math on paper. So I work on both sides equally and I always tell you the truth, even when it's not what you were hoping to hear. I hold the CFP® and Enrolled Agent designations. The EA means tax strategy is built directly into your plan, not referred out to someone else. One relationship. Full picture. On the personal side: I'm a family guy through and through. My wife Natalya and our two kids are my world. We traded the New York Metro area for just outside Charlotte in 2021 and haven't looked back. When clients tell me they're building something for their family's future I feel that personally, not just professionally. It's the same reason I do this work. I work with individuals and families who are ready to stop improvising and start directing their wealth with real intention. If that sounds like you, I'd love to talk.

James Roberts is a CFP® with 18 years of experience in financial advisory services. He is currently with Intentional, LLC and has previously worked at COMMUNITY WEALTH, Commonwealth Financial Network, Cetera Advisors LLC, PRUCO Securities, LLC, and LPL Financial. Roberts conducts fixed insurance sales in his individual capacity. Intentional provides discretionary portfolio management, financial planning, and advisory services for individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and specialized due diligence for alternative and private investments, employing a comprehensive investment process that integrates fundamental, technical, and economic analysis.

Kirk Block is a CFP® and PFS™ credentialed financial advisor with 22 years of industry experience. He is the principal of Block Wealth Management, Inc., an independent firm he has led since 2008. In addition to his advisory role, he is licensed to offer insurance products as an agent with various insurance companies. Block Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, including retirement plan sponsors. The firm employs a Modern Portfolio Theory-based approach using Dimensional Fund Advisors funds, integrating financial planning with tax guidance and insurance recommendations, and offers a range of fiduciary, consulting, and portfolio management services.

Terrell Stauffer is a CFP®-designated financial advisor with seven years of industry experience. He is the principal of Stauffer Financial, LLC in Rock Hill, SC, and has prior experience at firms including Wealth Enhancement Group and LPL Financial. Outside of advising, he is a part owner of Seamless Paint and Epoxy, a business unrelated to investments. Stauffer Financial, LLC is an independent advisory firm providing discretionary asset management to individuals, high net worth clients, and corporate entities. The firm employs fundamental analysis and long-term strategies tailored to each client’s goals and risk tolerance, with ongoing monitoring and periodic rebalancing.

Nathalie Cote is a CFP® and Series 65-licensed financial advisor with Harvest Financial Planning, LLC, based in Fort Mill, SC. She has six years of industry experience and has been with Harvest Financial Planning since 2018. In addition to her advisory role, she is a professor of psychology at Belmont Abbey College, where she has taught since 1998. Harvest Financial Planning provides financial planning, personal finance coaching, portfolio reviews, and discretionary investment management services primarily to individuals, couples, and families. The firm emphasizes diversification, long-term holding, and cost minimization, with a notable focus on financial education and serving clients through various fee structures, including hourly and subscription arrangements.

John Mitchell is the sole advisor at JM Tax & Financial LLC in Tega Cay, SC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at H.D. Vest Investment Services and had a 30-year career at American Airlines. In addition to financial advising, Mitchell owns and operates a tax preparation and bookkeeping business serving individuals and small businesses. JM Tax & Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, integrating discretionary and non-discretionary approaches. The firm combines investment advisory with tax preparation, bookkeeping, and payroll services, emphasizing active management with technical analysis and consideration of clients’ tax situations.