Our Firm

Kevin H Fringer

President and Founder

kfringer@collegiatefinancial.org

Kevin has over 18 years of experience in both institutional and personal financial consulting.  Kevin served as Vice President for two different fortune 100 companies before founding Collegiate Financial Services. 

Kevin's industry registrations include FINRA Series 24 (General Securities Principal), FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law Exam) and NASAA Series 65 (Uniform Investment Advisor Exam) and FINRA Series 53 (Municipal Securities Principal) held at Securities America.

Kevin attended Kent State University on a wrestling scholarship and graduated in 1992.  He resides in Lexington, South Carolina with his wife Kelli and their 4 children.  He serves on several Fellowship of Christian Athletes Boards and the South Carolina Chapter of the National Football Foundation and College Hall of Fame Board. He is also a member of the Columbia, SC Estate Planning Council and the South Carolina Planned Giving Council.  Kevin is a Certified Spin Instructor and also enjoys boating and saltwater fishing.

 

Joe Funderburk CFP®, ChFC, CLU

Director of Planning and Advice

 

jfunderburk@collegiatefinancial.org

Joe is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years experience in the fields of retirement, insurance and advanced planning.  Joe served as Executive Vice President with AXA Advisors, before joining Collegiate Financial Services.

 

Joe is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). His industry registrations include FINRA Series 24 (General Securities Principal), FINRA Series 7 (General Securities Representative), NASAA Series 63 (Uniform Securities Agent State Law Exam) and NASAA Series 65 (Uniform Investment Advisor Exam) and FINRA Series 53 (Municipal Securities Principal) held at Securities America.

 

Joe graduated from West Virginia University with a BS Degree in Accounting. He loves spending time outdoors kayaking the swamps and rivers of South Carolina. He also has his PADI Open Water Scuba certification.

 

Chester Wallace

Regional Vice President

 

 

 

 

 

 

 

 

cwallace@collegiatefinancial.org

Chet is a CERTIFIED FINANCIAL PLANNERTM practitioner with over 15 years of experience in the financial industry.  Prior to joining Collegiate Financial Services, Chet worked as a financial advisor at Merrill Lynch.  [Chet also currently serves as President of Quintus Financial Services in Englewood, Colorado]

 

Chet hold his CHARTERED RETIREMENT PLANNING COUNSELLORSM certificate and maintains his series 7, 66 and 31 licenses with FINRA. 

 

Chet attended the University of Colorado at Boulder and is an active volunteer with PUSH America, the national philanthropy of Pi Kappa Phi fraternity.  In 1994 Chet rode his bike from San Francisco to Washington D.C. as a member of the Journey of Hope, a fundraising and awareness campaign for PUSH America.  He organized the logistics for the bike ride in 1995.  When not working, Chet enjoys skiing, cycling and fly fishing with his wife and two sons in the mountains of Colorado. 

 

Kelly Calamas

Relocation Coordinator

Client Service Director

kcalamas@collegiatefinancial.org

Kelly received her Bachelor of Science degree in Marketing and Management from the University of South Carolina.  She assists with the daily operations in the South Carolina Headquarters and serves as the firm's Client Service Director.