Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Kevin has over 25 years of experience in both institutional and personal financial consulting. Kevin served as Vice President for two different fortune 100 companies before starting Collegiate Financial Services in 2002. Kevin was a...

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R. Bennett “Benny” Firestone, Jr. is very involved in advising and servicing CFS clients and is also the President of Legacy Wealth Management, LLC and Managing Partner of Financial Advocacy Network, "F.A.N.", LLC. He has...

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Kelly Team

Client On-Boarding and Support Specialist

803-756-4432

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 Director of Operations....

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