For over three decades our purpose has remained the same – to create better financial outcomes for our clients. That’s why we begin by building a lifelong partnership with you founded upon uncompromising ethics, accountability, and credibility while collaborating seamlessly with any current advisors on your best interest. So for today and decades beyond, your business, your family, and your wealth are not only in good hands, they’re in caring ones as well. After all, your wealth wasn’t built overnight. With the challenges in today’s ever-changing world, you need help to safeguard it for generations to come. That’s where we come in as your comprehensive financial team. By providing holistic planning and strategies tailored to offer you perspective, clarity and solutions, we work to provide a lifelong relationship with you. So hopefully as your legacy grows, so does our partnership and your nest egg. We are AFG and we’re excited to be by your side to help in any way we can.
Meet The Team
Clark “Corky” Ullom
Senior Partner
“Corky” has over 40 years of experience in the Financial Services industry and has been inducted into the Metlife Hall of Fame in 2013 — the highest level of professional accomplishment offered by Metlife. He earned his degree in Business Administration from the University of Kansas and is now a resident of Charleston. with his lovely wife, Kelly. He has four children and four grandchildren. In his spare time, Corky enjoys big game hunting, fishing, and collecting and restoring classic cars. He is currently a member of Grand Slam Club, Colt Collections Associates, and Lowcountry Muscle Cars.
Jess Lempesis
PARTNER
Investment Adviser Representative
Financial Planner
Jess serves as a financial planner for Affluence Financial Group and has been in the financial services industry since 2003. Jess is a 4th generation Charlestonian and earned his Bachelor of Science in Finance from Clemson University. He is an avid supporter of the Clemson Athletic club IPTAY and follows his Clemson teams across the country in support of the student athletes. Locally, he is actively involved in the James Island Yacht Club, Charleston Chamber of Commerce, Clemson Alumni Club, and has served as the President of the Palmetto Society of Charleston. When Jess is not working with his clients to solve their financial goals, he enjoys spending time outdoors on the water, fishing, hunting and horseback riding with his sons Jesse and Gray, and his daughter, Lily. He and his wife Lea love to travel and spend as much time as possible with their families.
Michael Cole CFP®, CFS®
Partner
Investment Adviser Representative
Financial Planner
Michael Cole serves as the investment specialist for Affluence Financial Group. He joined the financial services business in 2000, working as a financial advisor. He then made a transition to working for several large insurance companies in different roles. He transitioned into asset management in 2010 and has held senior investment consultant roles at Jackson Nation/Curian Capital, Brinker Capital and Clark Capital. Michael specializes in helping families and business owners build and maintain customized investment solutions aimed at preservation, generating income and growth. He is married to Dr. Genelle Sawyer who is a professor at the Citadel. Michael and his wife have two sons, Henry and Samuel. They enjoy family games, art projects, playing tennis, sailing and traveling.
Alex Mitchum
Investment Adviser Representative
Alex began his career with Affluence Financial in 2013, and as a result of his education background excels at adding clarity and simplicity to often complicated financial situations. Alex is firmly committed to personal, long-term client relationships, and working with Charleston area business owners and their executives enables Alex to play a role in the success of a city and its residents he holds dear to his heart as a Mount Pleasant native. Alex is happily married to his wife Liz, and has 2 sons, William and Henry. When not in the office Alex enjoys fishing the waters of the Lowcountry with his black lab, Gal, and spending time with his family.
Zachary Golen
401K Specialist
Zack has specialized in the 401(k) and retirement plan marketplace since 2005, representing businesses and non-profit organizations. He has maintained a focus on serving the needs of small to medium-sized businesses with their employee engagement needs. Zack’s specialty is providing education to plan sponsors and participants, offering an “end-to-end” worksite financial advice solution that includes marketing, wellness assessments, calendaring, action planning, group session content, participant surveys and employer reporting. He loves spending time with his wife, Becky and his daughter, Zoe. Zack, a graduate of the College of Charleston, splits his time between Charleston, SC and Bala Cynwad PA. California Insurance License #OF15545, Domiciled in PA
Cam Mactavish
ADVISOR
Cam focuses on retirement plan sales and employee financial education and support. He started his career in financial services in 2015 after graduating from The College of Charleston. His passion for working with small business’ started at a young age by frequenting his father’s architecture firm. Cam is an active member of the Charleston sailing scene and enjoys the various coastal activities that the city has to offer.
Investment licensed in SC
Katie Perkinson
Client Services Manager
As Client Services Manager, Katie works closely with our clients facilitating account maintenance, taking care of any client updates or changes, and maintaining their customized personal financial view websites through the eMoney platform. She also coordinates client events and marketing initiatives for the team. Originally from North Carolina and a graduate of College of Charleston, she now lives on James Island with her husband, Matt, and children Sarah and Fletcher. Katie loves the beach and exploring the Charleston food scene in her free time.
Erin Riccio
New Business Coordinator
Erin is our team’s Business Coordinator and your resource throughout the underwriting process from start to finish, helping complete the application process for both life insurance and investment related accounts. Originally from St. James, NY, Erin moved to South Carolina where she earned her undergraduate degree in Communication from Coastal Carolina University in 2010. After working in New York City, she relocated back to Charleston on Johns Island, where she and her husband reside with their two children. She enjoys living by the beach, cooking, and exploring beautiful downtown Charleston.