President
Dennis M. Patrick, CFP^®, ChFC
Morris Financial Concepts, Inc
(843) 884-6192

President Elect
Scott M. Spann, CFP^®, EA
LifeSpan Financial Planning, LLC
(843) 469-3505

Secretary
Gerald F. Smith, J.D., CFP^®, CDFA
Smith Financial Network, LLC
(803) 767-8243

Treasurer
William N. Ward, CPA, CFP^®
Elliott Davis
(704) 344-7597

Past President
Eric J. Morris, CFP^®, CTFA
Scott & Stringfellow, Inc
(864) 233-7956

Chapter Executive
Marie B. Queen
FPA of South Carolina
(803) 540-7522