A 34-year veteran of the financial services industry, Roy employs his financial planning, investing knowledge, and experience to help his clients live life confidently and pursue their most important goals.
He holds numerous professional licenses (Series 7, 9, 10, 31, 63 and 65) and designations, including those of Certified Financial Planner™ (CFP®), Chartered Advisor in Philanthropy® (CAP®) and Accredited Estate Planner® (AEP®). He holds a Bachelor of Science degree in finance from The University of South Carolina.
Roy is deeply committed to our community. He is a board member and former chairperson of KershawHealth/LifePoint Health, a board member of the Central Carolina Technical College Foundation, a board member of the Community Medical Clinic of Kershaw County, and a member of the Rotary Club. Under Roy’s leadership, Lumen has purchased and renovated three historic buildings in downtown Camden.
Blake is a 10-year veteran of the financial services industry, serving as a credit analyst in the farm credit system before transitioning into investments and financial planning over five years ago. As a Financial Advisor, Blake assists his clients in financial planning, investment management, and wealth protection strategies.
He holds a Series 7, Series 66, and insurance licenses. Blake graduated from Francis Marion University in 2009, double majoring in Finance and Marketing. He then went on to complete his Master of Business Administration in 2015, also completing this degree at Francis Marion.
Blake is known to be heavily involved in the community. He serves as a board member for the Friends of the Florence County Library, Shelter and Nutrition for Children, Francis Marion University Alumni Advisory Board, and Boys and Girls Clubs of the Pee Dee. Blake has also served as Sergeant at Arms and Secretary for the Florence Rotary Club and is currently President-Elect of the club. Most recently Blake has also served as Chair of the Endowment Fund Committee at Central United Methodist Church and will soon serve on the Finance Committee.
In his free time, Blake enjoys spending time with his wife, Christy, and their two rescue dogs Kate and Oliver. Blake is an avid college football fan, and also enjoys cooking and entertaining for family and friends.
Elizabeth is the primary contact for any client needs not related to investment advice. She handles day-to-day account management duties and manages the office.
Serving in the wealth management industry since 2007, Elizabeth holds the Series 7 and Series 66 securities licenses with LPL Financial. She holds Bachelor of Arts degrees in Political Science and Public Affairs from Columbia College, SC.
Elizabeth is active in her community: She volunteers with the Cat Around Town Project and is a member of the Camden Rotary Club. She is former President of the Camden Junior Welfare League and a former Board Member, Database Manager and Treasurer of the Friends of the Kershaw County Library.
As our Client Service Liasion, Sheila Couch handles administrative duties including scheduling of client appointments.