Location: South Carolina
Jamie Stone, CFP®, ChFC®
Jamie joined Means Wealth in February 2022. Jamie began his career in the financial industry in 2001. His past professional experiences include: wealth advisor at Mercer Advisors, where he provided holistic financial planning for clients focused on effective retirement, tax, estate and business succession planning; manager of investment advisor services at the National Rural Electric … Continued
Karen Oeser, CFA®, CFEI®
Karen brings with her a wealth of experience in institutional and high net worth portfolio management for some of the world’s leading capital management and banking companies, both domestic and international. As our Portfolio Manager, Karen is responsible for the further development and implementation of our investment strategy. Karen is based in our Greenville, South … Continued
Tinsley Newton
As a Paraplanner at Means Wealth, Tinsley assists in developing and refining financial plans, modeling scenarios, and supporting the coordination of investment and planning strategies for clients across all stages of their planning journey. Born and raised in Atlanta, Georgia, Tinsley earned her bachelor’s degree in Financial Planning from the University of Georgia. While attending … Continued
David G. Means, AIF®
David, a third-generation financial advisor with over 20 years of experience, joined the Means Wealth team in August 2022. Previously, he served as a Senior Financial Advisor and Vice President of Investments at Wells Fargo Advisors in Hendersonville, North Carolina. Born and raised in Orono, Maine, David moved to Greenville, South Carolina, to attend Furman … Continued
Alex Means, AIF®
Alex Means is a native of Orono, Maine, and a graduate of Furman University with a Bachelor of Arts in Business Administration. Alex joined the team in 2017. He currently runs our South Carolina Office.
Alana James
Alana joined the Means Wealth team in Greenville, South Carolina, following her relocation from Bend, Oregon. Her professional background began in healthcare shortly after graduating from high school. She later transitioned into education, a field she dedicated more than 20 years to, including 13 years owning and operating her own school. Following the closure of … Continued
Eric Baker
A graduate of the University of South Carolina, Eric has over 15 years of experience working closely with business owners and providing technology-based solutions built around a consultative analysis. Eric firmly believes in the importance of putting the client’s needs first and delivering the best possible customer service. His background in determining each client’s individual … Continued