Team Our MissionOur team is dedicated to helping you obtain your financial goals. We strive to help guide you on a path of wise financial decisions that will lead to effective wealth management. Roger Sims LPL Financial Advisor (864) 879-0337 (864) 879-0373 [email protected] 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. Based on a foundation of... Read more Jason Karr LPL Financial Advisor (864) 879-0337 (864) 879-0373 [email protected] 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... Read more Jeanette Six LPL Registered Client Services Manager (864) 879-0337 x115 (864) 879-0373 [email protected] 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... Read more BK Ragan LPL Registered Client Service Manager (864) 879-0337 x114 (864) 879-0373 [email protected] Bobby Kyle, better know as BK, joined the Sims & Karr team during his senior year at North Greenville University initially as a part-time intern. What was originally meant only as a temporary internship soon turned into a permanent... Read more Amy Loffredo Client Service Manager (864) 879-0337 x116 (864) 879-0373 [email protected] Amy Loffredo and her family moved from Atlanta, Georgia to Greer, South Carolina in 2016 when her husband took a new job opportunity. She graduated from the University of Alabama with a Bachelor of Communications degree and a minor in... Read more Jessica Koenig Director of Operations 864-879-0337 ext 117 [email protected] Tammy James Baumander Administrative Assistant 864-879-0337 ext 118 [email protected] Have a Question? Name Email Question Thank you! Oops!