Associates

 

 

 

 

 

 
 
William H. Holt, CFP- Regional Director, CWMG
                                      Registered Representative LFS
3-C Caledon Court
Greenville, SC 29615
wholt@securitiesmail.com securities e-mail
864-242-3637, ext 101
 
 
 
 
 
 
Diane S. Tuell- Administrative Assistant
3-C Caledon Court
Greenville, SC  29615
864-242-3637, ext 100
 
 
Kenneth Batson, Associate, CWMG
                              Registered Representative LFS
203 McDaniel Avenue
Suite D
Pickens, SC  29671
kbatson@securitiesmail.com   Securities E-mail
864-878-8140  office
                          
 
Ken Brownlee, Associate, CWMG
                            Registered Representative, LFS
390 East Henry Street, Suite 102
Spartanburg, SC   29301
ken@BRPlanning.com insurance & securities e-mail
864-582-3437
 
 
Robert Bunchman, Associate, CWMG
                                   Registered Representative, LFS
3-C Caledon Court
Greenville, SC   29615
rbunchman@securitiesmail.com  Securities Email
864-242-3637, x 112
864-350-9674
 
 
 
Rick Crosby, RHU, Associate, CWMG
843-971-5386
864-242-3637, x 109
 
Rick has over 30 years experience in the insurance industry where he worked with Mass Mutual as the General Agent before founding Crosby Insurance Group in 1996, located in Mt. Pleasant.  Rick is committed to serving his clients and offering value in helping you decide which insurance protection you need. 
Rick is native to Columbia, SC and graduated from the Citadel in 1975 earning a Bachelor of Science Degree in Business Administration.  He continued his education at The American College where he earned the designation of Registered Health Underwriter.
 
Rick is a very active member of the community and gives back in many ways.  His current community involvement includes:  Chairman of Commission of Mt. Pleasant Waterworks, a Representative for Town of Mt. Pleasant's Economic Development Committee, Member of Charleston Metro Chamber of Commerce, A Life Member of the Million Dollar Round Table, Founding Member of Harbour Club, Founding Member of The Citadel Football Association, Deacon and Elder of Mt. Pleasant Presbyterian Church, Rotary International Paul Harris Fellow and Member of the Hibernian Society.
 
In the past years Rick has served as president of groups such as....Mt Pleasant Rotary Club, East Cooper Youth Foundation, Charleston Area Citadel Club, Citadel Brigadier Foundation and the Citadel Alumni Association and a past member of the Citadel Alumni Association Legislative Affairs Committee.  He is also a graduate from the Chamber of Commerce Leadership Development Program.
 
He currently resides in Mt. Pleasant with his wife, Marie and has two children and two step-children.
 
 
 
Thomas Faircloth, Associate, CWMG
                                  Registered Representative, LFS
3-C Caledon Court
Greenville, SC  29615
864-242-3637, ext 105
tfaircloth@securitiesmail.com  Securities e-mail
 
 
Andy Farr. Associate, CWMG
                   Registered Representative, LFS
3-C Caledon Court
Greenville, SC  29615
864-242-3637, ext. 111
afarr@cwmg.net
afarr@securitiesmail.com   Securities e-mail
 
 
Craig English, Associate, CWMG
3-C Caledon Court
Greenville, SC  29615
864-242-3637, ext. 109
 
Steve Garrison, Associate, CWMG
 
 
William H. Holt, Jr.    Associate, CWMG
 
 
Teresa R. Holzwarth, Associate, CWMG 
                                        Registered Representative, LFS  
301 Pierpoint Drive
Wilmington, NC  28405
tholzwarth@securitiesmail.com     securities email
910-686-8241
 
 
Christopher R. Preisig, Associate CWMG
                                      Advisory Representative, LFS
3-C Caledon Court
Greenville, SC 29615
cpreisig@securitiesmail.com    securities email
864-242-3637, ext. 107
 
 
Jeffrey J. Proper, Associate, CWMG
                                 Registered Representative, LFS
609 E. Main St.
Duncan, SC 29334
jproper@securitiesmail.com  securities e-mail
864-949-5042
 
 
J. Frank Rogers, Associate, CWMG
910-686-8241
 
 
 
James Tollus, Associate, CWMG
                           Registered Representative, LFS
3-C Caledon Court
Greenville, SC  29615
jtollus@securitiesmail.com  securities email
864-242-3637
 
 
Christopher Ward, Associate, CWMG
                         Registered Prepresenetative, LFS
269 Ann Street, Suite C
Pickens, SC  29671
Christopher.Ward@securitiesmail.com    securities e-mail
864-561-7239  Office
 
 
 
D. Benny Watson, Associate, CWMG
 3-C Caledon Court
Greenville, SC 29615
864-242-3637, ext 106