At Keowee Financial, our team seeks relationships with extreme depth where the client sees us as a trusted advisor, in which virtually all issues, professional and personal, are open to discussion and exploration. We want to be the person you turn to when an issue first arises.
At Keowee Financial, we genuinely love working with people from so many walks of life to collaboratively develop financial solutions, and also enjoy learning about clients as they share their life stories. We are as committed to the community as we are to our clients and want to help those in our local area achieve financial independence and live their best lives. Our practice is built on the following values, all of which we believe make us a trusted advisor and partner to our clients: integrity, reliability, accessability, and security.
Greg has over thirty years of experience in the financial services and insurance industries. Greg began his career in 1992 with Allstate Insurance and Financial Services, serving the Golden Corner of South Carolina from his office in Seneca. In 2012, he transitioned to an Independent financial services practice and in 2015, he acquired Keowee Financial Group. Greg obtained a degree in Marketing and Finance from Clemson University in 1990.
At Keowee Financial Group, Greg enjoys working with clients to build solid financial plans for today and tomorrow. He oversees the step-by-step implementation of a client’s comprehensive financial plan, always keeping the client focused on the next steps of their plan through ongoing engagement. Greg uses the financial services necessary to complete the broader financial plan, whether investment solutions, insurance solutions, or working with your professionals for estate planning and tax planning strategies.
Greg enjoys time with his family and on the golf course when not working.
Client care is Lindsay’s top priority for all clients, regardless of their current financial situation or previous investment experience. Recognizing that each client’s situation is unique, she takes the time to really understand her clients’ circumstances, goals, and risk tolerance. Her intention is to alleviate the fear of planning for the future and empower clients to make confident, informed financial decisions by providing them with education and clarity. Above all, Lindsay hopes that she contributes to her clients’ peace of mind – knowing that they have a partner working for them, and more importantly, with them, at every stage of life.
Lindsay joined Keowee Financial Group in the fall of 2022 after relocating to South Carolina from Cincinnati, Ohio. Since joining the firm, she has obtained her Series 7 and 66 registrations and is a fully licensed Accident, Health or Sickness and Life Insurance producer. She is also responsible for managing and executing day-to-day business operations and mitigating any financial, regulatory, or reputational risks to the firm.
When not working, you’ll find Lindsay boating and spending time on beautiful Lake Keowee with her husband, Scott, and their three daughters.
