Rusty has served in the financial industry for over 18 years. He is a CERTIFIED FINANCIAL PLANNER ™ professional, a Registered Representative with Cambridge Investment Research, and a Financial Advisor with Cambridge Investment Research Advisors, Inc. He holds his Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam) registrations through Cambridge Investment Research, and state Life, Health, Accident and Annuities insurance licenses. Rusty specializes in retirement planning and asset management.
He is a strong advocate of financial education for both his clients and his practice. He and his staff continually seek out opportunities to increase their knowledge for the benefit of the firm and clients.
Rusty enjoys educating the upstate area of South Carolina through regular communication efforts, including newsletters, workshops, and teaching events.
Rusty, and Joelie have been married for 18 years and have three sons.
CFP® Certification: The Standard of Excellence
Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. CFP® certification is a symbol of Rusty's knowledge and credibility among his peers; and indicates his status as a qualified, trustworthy financial planner.