About

Joseph “Parker” Bennett, CFP®, is an Advisor and the practice’s “architect” that assists the team in building customized strategies for each client. He helps clients meet their necessary financial obligations as efficiently as possible to pursue their financial wants and dreams.

Parker helps to arm clients with the knowledge and tools they need to take control of their finances, and stays with them as financial accountability partners for their entire lives.  We are there through all of the planned and unplanned moments of truth in their lives.

Education

Parker graduated from the University of South Carolina with a Bachelor of Science in Marketing and Finance. He is a registered advisor and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Parker holds his FINRA Series 6 and 63 through LPL Financial and FINRA Series 65 through Great Valley Advisor Group.

Career

Both of his parents were teachers, but his mom’s genuine love of helping kids inspired his love of helping others.  His desire to emulate that genuine love of helping others just so happens to be in finances, which he finds very interesting.

He enjoys helping people understand something that was frustrating and confusing to them, specifically with finances.  He says, “you can feel the relief someone has when they fully grasp something that was previously frustrating and/or intimidating to them”. He hopes to help people feel clear and controlled where they once felt lost and overwhelmed. Parker has over fifteen years of experience in the financial industry.

Parker was born in Lake Wylie and currently lives there with his wife, Anna, and their three daughters.  When he is not at work, you can find him spending time with his family.

Fun Facts

• Favorite Book: Home Game: An Accidental Guide to Fatherhood by Michael Lewis
• His personal time is all about his girls – his wife and three daughters

Debbie S. Elkins is the Director of Client Relations. Debbie manages the day to day operations, handles the financial and accounting side of the business, and organizes the client events offered throughout the year.

She also oversees the Update Process and ensures that all clients are meeting with the team on a periodic basis, even if all seems to be going well. Debbie says, “This helps to keep the plan aligned with each purpose so we can best anticipate changes along the way”.

Debbie’s exceptional organizational skills and almost two decades of experience contributes to providing clients with an optimal client experience. Her methodical approach to learning and problem solving helps her develop and implement processes in an extremely efficient and accurate manner.

Education

Debbie graduated from Winthrop University in 1997 where she obtained a Bachelor of Arts in Psychology. She was also a member of the Psi Chi National Honor Society of Psychology. She holds her Series 6 and 63 licenses through LPL Financial.

Career

She has always worked in the services industry. Her first position after college was a Sales Assistant for  Corporate Express Imaging & Computer Graphic Supplies where she managed the daily office operations and customer service activities. Debbie then moved to Japan for two years where she worked for Berlitz International Language School. There she was responsible for the continuing education and the personal development of the instructional staff. She developed an individual education pathway for the students to maximize their learning potential through assessments and prepared lesson plans as well as coordinated major promotional events.

Debbie enjoys the financial aspect of her job and how it intertwines into the clients’ personal lives and having the opportunity to get to know each one on a personal level. One of the things she finds most satisfying is when she can witness a client’s moment of truth, such as a new job, new home, new grandchild, or even helping them through the difficult moments that are often unexpected, such as a death of a loved one.

In her personal time, Debbie volunteers with different community organizations through her church. She is very active with her children’s school. In the past, she has co-lead her daughter’s Girls Scout Troop and coached her son’s sports teams with the ROAR Sports program in Rock Hill where he plays basketball, soccer, and baseball.

She was born near Chicago and moved all over the Midwest as a child. She moved to Rock Hill when she started high school and has lived in the South ever since. She currently lives in York with her husband, Chris, and their daughter Skye, son Cooper and their dog, Josie.

Fun Facts

• Enjoys going to the gym and watching movies in her free time
• Favorite Food – pizza & sushi
• Loves to travel and would like to take her family to Europe before her kids graduate college