Taylor Tenison Stokes, CFA

Managing Director
(864) 450-9051

Mr. Stokes is primarily responsible for the firm’s investment strategy and portfolio construction. Mr. Stokes has over 25 years of experience in the investment advisory industry. He is a graduate of the University of South Carolina where he earned both his BS in Business Administration and an MBA. In addition, Mr. Stokes is a Chartered Financial Analyst and member of the CFA Institute.


Cynthia J. Stokes

Client Services

Cindy is primarily responsible for client services and performs various administrative duties for the firm. She is a graduate of the University of South Carolina with a degree in Journalism and Mass Communications.

Lynda J. Dowis

Operations Director

Lynda is responsible for the day to day operations for the firm. In addition, she performs various administrative duties as well as assisting clients with account servicing needs. Lynda brings over 25 years of Trust/Investment operations and administrative experience to the firm. Her work experience includes Director of Trust Operations for Park Sterling Bank Wealth Management and Trust Operations Manager for County Bank Trust Services.