Broker Check

Our Team

R. Stephen Heckard, CFP

803-325-6841

803-325-1022

[email protected]

Steve is a coach at heart. From his time as a wide receiver for the Los Angeles Rams to his years of coaching football at the United States Military Academy at West Point, he has naturally excelled as a leader and advisor. He founded...

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Richard Heckard, CPA, AIF, PPC

803-325-6840

803-325-1022

[email protected]

As an expert in tax analysis and financial planning for more than 15 years, Richard specializes in individual and small business wealth management and taxation counsel. 

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Steven K. Howell, CPA, MBA

803-325-6842

803-325-2022

[email protected]

Steven has always called the Carolinas “home.” As a CPA he specializes in helping individuals, families and growing businesses navigate the financial world.

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