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Andrew R. Reina- President, Co Founder
​Andrew grew up in Upstate New York and attended the University at Buffalo in Amherst, NY. Initially taking a path to becoming a civil engineer he was introduced to the world of finance and investing. Discovering a talent for understanding a complex industry he decided to change course and pursue a career as a financial advisor. His goal is to help his clients build and sustain their personal wealth by taking extra time to thoroughly explain pros and cons to each investment.  Andrew currently resides in West Ashley where he lives with his longtime girlfriend Jackie and their dog Archer. When not at work you can typically find him enjoying a round of golf at one of the many Lowcountry courses. 
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Amber Holgate- Vice President, Co Founder
​Amber was born in Toronto, Canada and though not a true "native" of South Carolina her love for Charleston's charm, it's culture, and people is unmatched. She attended the College of Charleston were she received her BA in Corporate Communications. She found her calling when she began her career in the financial service industry in 2008. Gaining experience at large firms along the way, Amber developed a passion for building lasting relationships, educating, and helping her clients plan for a secure financial future. Matched with a strong drive to be transparent, she is committed to providing candid, straight forward answers and solutions to meet the needs and concerns of her clients. When she's not working Amber surrounds herself with family, friends and her dog Doodlebug. She enjoys an active lifestyle spending time between the gym, paddle boarding, sporting clays, travel, culinary pursuits and hunting rare whisk(e)y.
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