J. Bryan Ballentine, CFP^®, CRPC™
President

Bryan is a CERTIFIED FINANCIAL PLANNER^TM and specializes in retirement issues such as IRA’s, employer qualified plans, investment management, and tax reduction strategies.

    Other titles and recognitions include:

• Chartered Retirement Planning Counselor, CRPC^TM 
• Million Dollar Round Table, MDRT 
• Voted Greenville’s Best and Brightest 2002, Greenville Magazine 
• Former Chairman and Board Member Eastside YMCA 
• Former Greenville Metro YMCA Board Member 
• Former Contributing Editor with Seasoned Magazine 
• Registrations include Series 7, 24, 63, and 65 
• Life and Health insurance licensed 
• Member Financial Planning Association 
• Former Treasurer of Abiding Peace Lutheran Church 
• Former Board member Big Brother Big Sisters