Broker Check

Our Team

James Danford, CFP®, CMFC®

Founder | Wealth Planner

(803) 403-1160 x101

(803) 830-6177

Jamie began his career as a financial advisor with Waddell & Reed after completing his Bachelor's Degree from The Citadel in 2001. Jamie quickly learned the business during one of the worst declines in stock market history. The events...

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Leah Danford, PhD

Director of Special Projects

(803) 403-1160 x102

(803) 830-6177

Leah went to the University of South Carolina for her undergraduate and graduate studies. She obtained a PhD in School Psychology from the University of South Carolina in 2008. From 2006-2019, she worked in the public school system at...

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Kim Brantley

Client Relationship Manager

(803) 403-1160 x103

(803) 830-6177

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Beth Jourdain

Operations Manager

(803) 403-1160 x104

(803) 830-6177

Beth started working as an Advisor Assitant to Jamie Danford in 2014. She later became the Director of Operations at Accumulus Financial Group, LLC in 2017. Prior to assisting Jamie, Beth served as the Assistant Vice President and...

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Henry Bolin

Client Services Associate



Henry supports us with servicing clients and supporting operational tasks. He is currently a senior at the University of South Carolina Honors College. After graduation, he plans to attend seminary and enter pastoral ministry. He...

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Office Mascot

Poppy joined our team in 2019. She is a black-colored, hypoallergenic Goldendoodle that does not shed. Her name comes from the black seeds of the Poppy flower. She has the personality of a Golden Retriever and the intelligence of a...

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