ROBBY T BRYANT
CEO, CFP, CEA
Robby T. Bryant, founder and president of Magnolia Financial Planning Services, Inc. since 1998, is the Chief Executive Officer (CEO) of Canopy Financial Planning, LLC. Mr. Bryant has over twenty years of experience in long-term investment strategies and comprehensive financial planning. A graduate of Duke University, he is a Certified Estate Advisor (CEA) and has earned the Certified Financial Planner (CFP) designation by the Certified Financial Planner Board of Standards. Mr. Bryant has extensive expertise in investment management, comprehensive financial planning, and estate planning.
JASON S. WHITE
CFP, CPA, PFS
Jason White is a Certified Financial Planner (CFP), a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). He graduated from Clemson University with a degree in Financial Management with a minor in Accounting. Mr. White has expertise in wealth management, retirement planning, business tax prep, trust formation, and estate plan design.
LUCY LEA ROLLINS
Registered Paraplanner
Lucy Lea Rollins is a Financial Assistant with over twenty years of accounting experience. She graduated from Clemson University with a degree in Accounting and has completed her Certified Paraplanner Designation with the College of Financial Planning.
LOWELL E. MACHER
IAR
Lowell Macher is an Investment Advisor Representative (IAR) with over twenty years of experience in mortgage banking and investments. He graduated from the University of South Florida with a degree in Accounting.
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P.O BOX 667
Seneca, SC 29679
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