PID 97


Our Team

The team at Foster Victor utilizes their collective knowledge, education, and experience to provide best-in-class concierge-level service to our clients. We collaborate so you can reach your specific financial goals and milestones.

Aliza Coleman

Client Service Specialist
864.720.2010 tel

Bio

Andrew Brown, CFP®

Wealth Coach
864.720.2022 tel

Bio

Andrew R. Duncan, CFA®

Portfolio Manager
864.720.2045 tel

Bio

Austin Taylor, JD, CES™

Attorney
864.720.2019 tel

Bio

Bri Thomas

Senior Client Coordinator
864.720.2017 tel

Bio

Brittany Orr, RICP®

Planning Team Lead
864.720.2005 tel

Bio

Connor Brumbaugh

Tax & Estate Engagement Specialist
864.720.2021 tel

Bio

Derrick Banks

Facilities Custodian

Ellie Frazier

Client Engagement Specialist
864.720.2012 tel

Bio

Emily Nelson

Planning Specialist
864.720.2026 tel

Bio

Erik Mizell, CFP®, RICP®

Wealth Coach
864.720.2006 tel

Bio

Garrett Hyer, CFP®

Wealth Coach
864.720.2014 tel

Bio

Gordon Gulledge, ChFC®

Wealth Coach
864.720.2013 tel

Bio

Hunter Hawkins

Planning Specialist
864.720.2028 tel

Bio

Jackson Morrissey

Planning Specialist
864.720.2038 tel

Bio

Jane Anderson

Client Strategy Coordinator
864.720.2023 tel

Bio

Jenny Hagadorn, CFP®, CDFA

Wealth Coach
864.720.2018 tel

Bio

Jonathan McAdams, CFA®

Chief Investment Officer
864.720.2032 tel

Bio

Katelyn Waters

Accounting & Strategy Specialist
864.720.2035 tel

Bio

Katie Sanders, CLU®, CFP®

Wealth Coach
864.720.2011 tel

Bio

Kylie Felker, CRCP®

President & Principal
864.720.2004 tel

Bio

Leslie Hoke-Bellus

Chief People Officer
864.720.2030 tel

Bio

Major Borack

Financial Services Intern
864.720.1208 tel

Bio

Melissa Towe

Client Services Team Lead
864.720.2007 tel

Bio

McCreight King, CLU®, CFP®

Wealth Coach
864.720.2015 tel

Bio

Paul Foster, CFP®, CPWA®, CTFA

Principal
864.720.2001 tel
Bio

Rand Baughman, CFP®, CIMA®

Wealth Coach
864.720.2003 tel

Bio

Rob Coleman, CFP®, CIMA®

Wealth Coach
864.720.2008 tel

Bio

Rob Victor, CFP®, CEPA™

Principal
864.720.2002 tel

Bio

Samantha Nicklaus

Insurance Specialist
864.720.2016 tel

Bio

Sara Allen, AAMS™, CLTC® 

Portfolio Specialist
864.720.2036 tel

Bio

Sarah Kennedy Spurgeon 

Insurance Specialist
864.720.2024 tel

Bio

Sarah Kwon 

Client Service Specialist
864.720.2039 tel

Bio

Shannon Dougherty

Operations & Compliance Manager
864.720.2009 tel

Bio

Shawn Penland

Investment Trading Analyst
864.720.2025 tel

Bio

Smith Webster, CPA

Senior Tax Advisor
864.720.2037 tel

Bio

Tabi Cooper, CFP®

Wealth Coach
864.720.2027 tel

Bio

Wellford Moore

Relationship Manager
864.720.1222 tel

Bio

Yuval Ezer, CFA®

Portfolio Manager
864.720.2041 tel

Bio