November 2017

Let's Talk About Money! Financial Professional Profiles

Author: Special to CH2 | Photographer: M.Kat Photography


Roger Tennyson, CFP®
Martin Financial Services, LLC

Investments, Financial Planning, Risk Management , Social Security Planning

Roger Tennyson, a practicing financial advisor since 2005, has been on Hilton Head Island since 2009. He has continually worked to further his professional education and business acumen to better serve his clients. Tennyson holds the Certified Financial Planner (CFP®) and Chartered Advisor for Senior Living (CASL®) designations. He is the president of the Hilton Head Area Council of Estate and Financial Advisors and is an active member of St. Francis by the Sea Catholic Church.
Tennyson’s focus and experience is comprehensive wealth management for retirees, pre-retirees and closely-held business owners.

Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Martin Financial Services LLC. Gradient Securities, LLC. and Martin Financial Services LLC. are not affiliated with or endorsed by the Social Administration or any government agency.

110 Traders Cross
Bluffton, SC 29909
843-422-7532
rtennyson@martinfinancialusa.com
martinfinancialusa.com
martinsocialsecurity.com

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Danielle Jeffcoat, AAMS®
Edward Jones, Making sense of investing

As an Edward Jones Financial Advisor, Danielle Jeffcoat’s priorities are to ensure that her clients are protected and that their financial goals become a reality. This successful Edward Jones branch team consists of Danielle Jeffcoat, Accredited Asset Management Specialist, and Julie O’Donnell, Branch Office Administrator.

Throughout the past seven years, this team has focused on making sure they understand what is important to their clients. They have an established process that is followed in order to build personalized strategies so that their clients can achieve their goals. As a team, they will work closely with other professionals in the area, such as CPAs and attorneys, with the goal of consistently providing advice that is always in the best interest of each individual and family with whom they work.

The focus of their Edward Jones branch team, is to provide solutions to organize, build, protect and transfer their clients’ wealth successfully. Their commitment is to partner together throughout the lives of their clients to keep them on track as they prepare for or live in retirement.

“The Edward Jones business model is one the enables autonomy and growth in a way that directly benefits the individuals and families we serve,” Jeffcoat said. “I feel fortunate to be able to help investors identify what they want and need to accomplish financially in the long-term, while creating strategies to achieve those goals. At a time when investors are worried not just about investing, but healthcare and the cost of future care for themselves and their families, my branch team and I are extremely grateful they have entrusted us with their financial futures.”

1536 Fording Island Road, Suite 208
The Bridge Center (Across from Moss Creek)
Ph: 843-815-4054
fax: 877-904-4746

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George Mason Mortgage
(From left to right) Front Row: Jennifer Farmer, Ed Brown, Allison Olweiler Back Row: Eric Cleaves, Lori MacDonell, Joy Gentile, Jacqueline Alcock, Mike Kristoff, Nick Kristoff

George Mason Mortgage is pleased to announce new offices in Bluffton and on Hilton Head Island, South Carolina, headed by The Kristoff Team and Ed Brown. Kristoff and Brown have been an integral part of the mortgage finance market on Hilton Head Island and the Lowcountry for over 25 years. Both served as executive officers with local community banks as well as working together at Lighthouse Community Bank.

Brown, Area Development Manager for George Mason Mortgage, said, “Being teamed with the Kristoffs again brings together a wealth of experience and knowledge of the local market and mortgage finance, which is necessary for the successful navigation of the mortgage process.”
Federal regulations have impacted the way mortgage applications are handled today, and both Kristoff and Brown are firmly committed to educating the client throughout the entire process. A well-informed customer appreciates receiving this guidance so that there are no surprises or last-minute obstacles that may derail the timing of the loan closing.

The Kristoff Team consists of Mike, an area resident over 25 years, and his son Nick, who joined his father for the past 10 years. Mike was one of the founders of Lighthouse Community Bank as well as serving as the mortgage division president for CoastalStates Bank. Nick is an Eagle Scout, a graduate of Hilton Head Island High School, and graduate of the University of Virginia with dual degrees in systems information engineering and economics. He currently serves as president of the Mortgage Lenders Association of Hilton Head Island/Bluffton. Lori MacDonell completes the team, serving as mortgage loan assistant and processor. MacDonell has been part of this team for over 10 years and has over 25 years of mortgage lending experience. The Kristoff Team manages the Bluffton office, located at 214 Bluffton Road in the Mikkelson Law Firm building.

Ed Brown has been a resident of Hilton Head Island for 25 years as well and joined Lighthouse Community Bank as the Mortgage Division Manager and Chief Lending Officer as well as serving on the bank’s ALCO committee. After the bank was sold to SunTrust, he founded Harbourside Community Bank, where he served as president and CEO.

The Hilton Head Island office, located at 23-A Shelter Cove Lane, is staffed by loan officers Allison Olweiler, Jacqueline Alcock, and Jennifer Farmer. Alcock, too, was part of the team at Lighthouse Community Bank. Both Olweiler and Farmer came to the area several years ago with extensive mortgage experience before joining George Mason Mortgage. Joy Gentile joined the team with Brown, serving as mortgage loan and sales assistant after moving from Atlanta where she helped start a local mortgage company over 10 years ago, serving as operations manager.

Our staff represents over 200 years of mortgage and financial knowledge and experience and commitment to supporting the community, which is important to delivering superior service to both the client as well as the Realtor community. The mortgage process has become much more specialized and complex, but paired with the right partner, the client can successfully navigate this process with clear communications and expectations.

George Mason Mortgage is a full-service lender based in Fairfax, Virginia and a wholly-owned subsidiary of United Bank, which was founded in 1839. The company has consistently been ranked by the Washington Business Journal as one of the area’s leading lenders. The company has offices throughout Virginia, Washington D.C., Maryland, North and South Carolina.

With a wide variety of mortgage loan programs available, George Mason Mortgage thrives on providing honest, dependable, quality service. Our specialized team of loan officers and staff members offers products to best suit a client’s financing needs. Additionally, the company is proud to provide in-house processing, underwriting and closing, which results in a smooth lending process from start to finish. The company utilizes the latest technologies, thus enabling a quick decision and loan closing within the requested timeframe. “Our technology is far superior to any other company,” Mike Kristoff said. “The support staff has enabled us to accomplish successful loan closings in record time compared to our competition.”

23-A Shelter Cove Lane
Hilton Head Island, SC 29928
843-715-9900

214 Bluffton Rd.
Bluffton, SC 29910
843-603-5924

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