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 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. Based on a foundation of... Read more 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... Read more BK Ragan LPL Financial Advisor (864) 879-0337 x114 (864) 879-0373 Bobby.Ragan@LPL.com Bobby Kyle, better known as “BK”, joined the Sims & Karr team in early 2015 as a part-time intern during his senior year at North Greenville University. As an intern, he expressed a strong interest in financial... Read more Brooke Whitaker Client Services Manager 864-879-0337 ext 115 email@example.com Brooke Whitaker joined the Sims & Karr team January of 2020. She was born and raised in the upstate and graduated from Clemson University in 2019 with a Bachelor of Science degree. She majored in Financial Management with an emphasis... Read more Jessica Koenig Director of Operations 864-879-0337 ext 117 firstname.lastname@example.org Jessica Koenig joined the Sims & Karr team in 2016. She was raised in Lousiville, KY, but made South Carolina her home in 2007. She graduated college with her Bachelors in Liberal Arts from a small college in New Hampshire. Jessica has... Read more Kymberly Williams Client Services Manager 864-879-0337 ext 116 email@example.com Kymberly (Kym) Williams joined the Sims & Karr team in 2018 and has worked in the financial industry in various roles since 2006. She is a native of Connecticut and a graduate of the University of Connecticut, where she majored in... Read more Tammy James Baumander Client Services Manager 864-879-0337 ext 118 firstname.lastname@example.org Have a Question? Name Email Address Question Thank you! Oops!