Broker Check

Foothills Wealth Management
(864) 888-8800
735 N Townville St
 Seneca, SC 29678

Team

At Foothills Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Steve holds a Bachelor of Science in Business Administration degree from the University of South Carolina and has served in the financial industry for over 28 years. When Steve entered the financial services industry he had one goal:...

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Rusty has served in the financial industry for over 16 years. He is a CERTIFIED FINANCIAL PLANNERTM professional, a Registered Representative with LPL Financial, and a Financial Advisor with Advantage Investment Management, LLC. He...

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Prior to joining Foothills Wealth Management, Will began his Financial Services career with Wells Fargo Bank as a Financial Specialist in 2007. His work at Wells Fargo helped lay the foundation of interacting with clients on a...

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Becky has over 40 years of experience in the financial services industry, in particular 22 years with Steve Jones at Jones Investments, prior to Upstate Wealth Management. Becky brings a strong background in administrative support, and...

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Tina brings a strong back ground in human resources and well-honed management skills. She is primarily responsible for the general oversight of the office. In addition to serving the needs of current clients, she works on various...

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Jean has many years of experience in administrative support and customer service in the professional services sector. Before joining Upstate Wealth Management she worked with multiple financial planners and estate planning attorneys....

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Kim Yamshak

Executive Assistant

864-888-8800

864-888-2100

Kim graduated from Clemson University in 1989 with a Bachelor of Science Degree in Financial Management. She holds her Series 6 and 63 Licenses as well as Life and Health Insurance License. Many times when Foothills Wealth Management...

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Robin Venaas

Client Relationship Manager

864-888-8800

864-888-2100

Robin is the Client Manager for Foothills Wealth Management and also a Notary Public for the State of South Carolina. She is a tremendous help to our team and may be equally as helpful to you, the client. If you have any questions...

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