Georgia French CFP® is the Senior Vice President, Wealth Management at UBS in Daniel Island, SC. French earned a BA in International Business from Simmons College, and has over 15 years of experience in the areas of investments and wealth management. French’s areas of expertise include longevity planning, wealth transfer strategies and life transition planning. She serves on the Investment Committee for the Roman Catholic Diocese of Charleston and is an Executive Council Member with the Ellevate Network.

 

 

Carrie Lanning, CPA is the owner of Johnson Lanning CPA, a public accounting practice in Mt. Pleasant, SC. Lanning holds both a BS in Biostatistics, and a Master of Accountancy from the University of North Carolina, Chapel Hill, and has earned experience with a range of businesses: from local accounting practices, to a Fortune 300 company. Lanning has a number of areas of expertise, including high-wealth individuals, estate and trust planning, small businesses, and the service sector – with a strong focus on healthcare.

Robert Solimano CFP® is the founder of Angel Oak Financial Services LLC. He earned his B.S. in Business Administration, Marketing, from Montclair State University, and has an extensive small business and entrepreneurial background. Prior to entering the field of financial planning, Solimano had a successful career in small business development, administration and consulting. His business experience is invariably called upon when discussing planning for individuals and businesses. Solimano is a NAPFA Registered Financial Planner, and shares time between Kiawah Island S.C. and Montvale New Jersey.

 

 

Scott Wells CFP® is an experienced CFP® course instructor and industry trainer, who currently serves as a financial advisor for Family Legacy Concepts in Mt. Pleasant, SC. Wells holds a BA in Economics from Duke University, and has earned over 15 years of hands-on experience in investments, insurance, and financial planning. Wells previously designed and executed an investment and insurance training program, and has managed teams within a financial planning institution.