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Associates

 

 

 

 

 

William H. Holt, CFP-, President Founder/ Emeritus CWMG
 
3-C Caledon Court
Greenville, SC 29615
 e-mail
864-242-3637, ext 101
 
 
 
 
 
 
 
William H. Holt, Jr., VP CWMG
Registered Representative, Silver Oak Securities
3-C Caledon Court
Greenville, SC 29615
864-242-3637, ext 106
864-918-9717
wholt@silveroaksecurities.com  Securities e-mail
 

Will has 20 years experience in the financial planning industry where he started Holt Financial Group in 2005 in Greenville, SC as the Agency Principle before joining Carolinas ealth Management Group in 2019.  Will is from the area and attended Riverside High School before moving to Charlotte, NC where he graduated from Charlotte Latin School. Will and his wife Jaime met in High School and both attended Clemson University.

Will currently lives in Greer with his wife Jaime and three daughters Elizabeth, Brooklyn and Caroline. He spends his down time playing basketball and attending his daughters soccer, volleyball and basketball games.

 
Tiffany Jones- Administrative Assistant 
3-C Caledon Court
Greenville, SC 29615
864-242-3637, ext 100
tjones@cwmg.net
tjones@silveroaksecurities.com  Securities e-mail 
 

Tiffany has over 20 years experience in the finance/banking world and joined Carolinas Wealth Management Group in November 2023. She is from West Columbia, SC and moved to the Upstate 5 years ago.

Tiffany currently lives in Inman with her husband and fifteen year old son. She spends her down time enjoying the beauty of nature in the great outdoors, traveling with her family and photography. 

 
Rick Crosby, RHU, Associate, CWMG
rcrosby@cwmg.net  Office e-mail
843-971-5386
 
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.
*Rick Crosby does not offer securities or advisory services through Silver Oak Securities Inc.
 
Regina Landosca, Associate, CWMG
3-C Caledon Court
Greenville, SC 29615
864-242-3637, ext 112
rlandosca@cwmg.net  
wholt@silveroaksecurities.com  Securities e-mail

 

Regina Landosca joined Carolinas Wealth Management Group in August 2023, assisting clients with commercial and personal insurance including annuities, long-term care, life, and health benefits. She stated her insurance career in 2011, earned her LUTCF professional designation and has been awarded the National Quality Award.

Regina believes that her experience as an agent, prior business owner and Realtor helps her understand her clients' needs and enables her to provide the level of service they deserve. “As an independent agent, I have the freedom to shop many reputable providers at once, giving you the benefit of competitive pricing. It is my desire to touch lives and make a positive impact in my community.

She resides in Simpsonville with her husband John. In her free time, she loves traveling with her family and spending time with friends.

 
Thomas Faircloth, Associate, CWMG
 Registered Representative, Silver Oak Securities
3-C Caledon Court
Greenville, SC  29615
864-242-3637, ext 105
 
 
Andy Farr. Associate, CWMG
Registered Representative, Silver Oak Securities
3-C Caledon Court
Greenville, SC  29615
864-242-3637, ext. 111
afarr@silveroaksecurities.com   Securities e-mail
 
Andy Farr was born and raised in Greenville, SC. He is a graduate of Eastside High School and The Univeristy of South Carolina (1979) with a BA in Marketing. Andy has over 30 years experience in the financial advisory business. 
 
Andy and his wife, Karen, havce been married 45 years and are blessed with 3 children and 5 grandchildren. Andy and Karen are very active in their church, Taylors First Baptist. 
 
When they are not at their grandchildren's basketball and baseball games or dance competitions and recitals, Andy enjoys hiking and traveling with his wife during their "free time."  
 
 
Steve Garrison, Associate, CWMG
*Steve Garrison does not offer securities or advisory services through Silver Oak Securities Inc.
 
 
Chris Preisig, Associate, CWMG
3-C Caledon Court
Greenville, SC  29615
cpreseig@cwmg.net    Office e-mail
864-242-3637
*Chris Preisig does not offer securities or advisory services through Silver Oak Secuities Inc.
 
Christopher Ward, Associate, CWMG
269 Ann Street, Suite C
Pickens, SC  29671
cward@cwmg.net  Office e-mail
864-561-7239  Office
*Christopher Ward does not offer securities or advisory services through Silver Oak Securities Inc.
 
Victor Singleton, Associate
609 E Main St.
Duncan, SC 29334
vsingleton@cwmg.net   Office e-mail
864-661-1422
*Victor Singleton does not offer securities or advisory services through silver Oak Securities Inc. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck