304 North Main Street
Greer, South Carolina 29650
(864) 879-0337

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Our Team

A foundation for a great, long-term relationship is not a one-sided thing.  We want to get to know our clients, and let them get to know us.  Read on to learn more about our team!

 
Roger Sims

Roger Sims

LPL Financial Advisor

864-879-0337
Roger.Sims@LPL.com

Roger Sims came to the Financial Services industry on a mission. He is a graduate of Carson Newman College and Southern Baptist Theological Seminary which led to a 17 year career in youth and college ministry, including 10 years at...

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Jason Karr

Jason Karr

LPL Financial Advisor

864-879-0337
Jason.Karr@LPL.com

Jason Karr is a native of Upstate South Carolina and graduated from Furman University with a Bachelor of Arts in Business Administration and a concentration in finance. After spending 8 years in management at his family business, he...

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Alex Means

Alex Means

LPL Financial Advisor

864-879-0337
Alex.Means@LPL.com

Alex Means is one of the few people you'll meet from the great state of Maine. A native of Orono, Maine, Alex spent his youth battling the cold winters and short summers of the northeast before making his way down south to Furman...

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Jeanette Six

Jeanette Six

LPL Registered Client Services Manager

864-879-0337
Jeanette.Six@LPL.com

Jeanette Six has been a “Carolina girl” for over twenty years, having moved to Greenville, SC from Quincy, Illinois in 1992. Since completing a Bachelor of Arts Degree in Sociology from Western Illinois University, she has worked in...

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Debra Goodrich

Debra Goodrich

Operations Specialist

864-879-0337
Debra.Goodrich@LPL.com

Debra Goodrich is our Marketing and Operations Specialist. She has over 22 years of trust and investment management experience. She handles all of our correspondence, maintains our database and client records, and assists with client...

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Stephanie Laserna

Stephanie Laserna

Dave Ramsey ELP Coordinator & Administrative Associate

864-879-0337
Stephanie.Laserna@LPL.com

Stephanie joined the team in 2006 to help serve the growing number of Dave Ramsey listeners in the Upstate. She graduated from UNC Charlotte in 1993 with a BS in Business and a concentration in finance and commercial bank management....

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