Team

Our Mission

Our 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) 879-0373

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...

Jason Karr

LPL Financial Advisor

(864) 879-0337

(864) 879-0373

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...

Jeanette Six

LPL Registered Client Services Manager

(864) 879-0337 x115

(864) 879-0373

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...

BK Ragan

LPL Registered Wealth Management Service Assistant

(864) 879-0337 x114

(864) 879-0373

Bobby.Ragan@LPL.com

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...

Jessica Koenig

Director of Operations

864-879-0337 ext 117

jessica.koenig@lpl.com

Jessica Ecton

Administrative Assistant

admin.simskarr@lpl.com

Jessica brings over 13 years of client and account servicing experience within the financial industry. Prior to joining LPL, she worked for Merrill Lynch supporting multiple-advisor teams and other staff with financial services and...

Kymberly Williams

Client Services Manager

864-879-0337 ext 116

k.williams@lpl.com

Tammy James Baumander

Client Services Manager

864-879-0337 ext 118

tammy.baumander@lpl.com

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