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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.

 

W. Stephen Jones, CFP

Wealth Advisor

864-224-6312

864-225-1676

steve@jonesinv.com

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 Bynum, Jr., CFP

Wealth Advisor

(864) 859-7703

(864) 551-2968

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

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William Jones, Jr.

Wealth Advisor

(864) 224-6312

will@foothillswm.com

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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Richard Waldrep

Principal

864-232-8884

richard.waldrep@foothillswm.com

Richard A. Waldrep is a Registered Principal with Cambridge Investment Research, Inc. and is registered as an Investment Advisor Representative. He holds a bachelor's degree from the College of Business at the University of South...
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Becky Whitmire

Executive Assistant

(864) 224-6312

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 Shelp

Office Manager

(864) 859-7703

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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Robin Venaas

Client Relationship Manager

864-888-8800

864-888-2100

robin@foothillswm.com

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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Kim Yamshak

Executive Assistant

864-888-8800

864-888-2100

kim@foothillswm.com

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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