SAF PARTNERS
Eric Cox
Coastal Wealth Management | https://www.coastalwm.com/
Eric is the Founder and President of Coastal Wealth Management as well as a founding partner of Headland Capital, their RIA. He has been in the securities industry since 1993 and currently holds his Series 7 and 24, & 63 with LPL Financial and 65 with Headland Capital, LLC. After a 20-year career managing local operations for a Fortune 100 Company, he founded Coastal Wealth Management to further align his clients’ needs with opportunities offered within the independent financial planning world.
David Taylor
Taylor Law | taylortaxlaw.com
David founded his first law firm in 1999 after leaving a large regional law firm with the goal to provide more sophisticated and focused legal services. He founded Taylor Law in 2013 and has led Taylor Law with the continuing philosophy that the firm will provide clients with exceptional client service and uniquely constructed transactional methods. David’s practice encompasses all areas of taxation and asset protection law; his work spans from large organizations to small entities, almost entirely privately owned.
Brian Powers
Streetman Jones Powers CPA Firm | https://www.cpacharleston.com/
A partner in Streetman, Jones & Powers, LLC since 2010, Brian has over 20 years of public accounting experience. His primary areas of public practice are assurance & attestation services including audits, reviews, and compilations, business valuations, and business and individual income tax preparation and planning. He is a member of the American Institute of Certified Public Accountants, South Carolina Association of Certified Public Accountants, and National Association of Certified Valuation Analyst.
Michael Mayhew
Harris Harvey Neal & Co. CPA Firm | https://www.hhncpa.com/
Michael is a Certified Public Accountant* and a Certified Financial Planner professional with over 15 years of experience working with business professionals in the areas of financial and tax planning. He creates a unique strategy of combining wealth management, tax planning, and business consulting to form an inclusive financial plan. Michael is a Partner at Harris, Harvey, Neal & Co., LLP and the Managing Member of Mainstay Financial, LLC.
Hal Cobb
Cobb-Hammett Law Firm | https://cobbhammett.com/
Hal Cobb is the founder and Senior Partner at Cobb Hammett Law Firm. He is a leading force in corporate, commercial, banking, real estate, transactional and related litigation law. His work includes advising bank clients on commercial and residential closing transactions, drafting complex loan documentation, term sheets and commitment letters. He has a unique real estate and banking background and advises clients on high-stakes commercial projects, acquisitions, financing, leasing, land use and zoning.
Stephanie Austin
Insperity – HR Solutions | linkedin.com/in/austinstephanie
Stephanie is a certified business performance advisor with over 20 years experience in solution selling. Insperity offers comprehensive human resources and adminsitrative services for small and medium-sized businesses. Stephanie expertise includes strategic HR, revenue generation, risk mitigation, capital improvement, empoloyee benefits, and more.
