Meet Your Advisor
Each of our financial advisors has extensive personal and professional experience.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We're looking forward to using our expertise to help you pursue your financial goals.
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Robert D. Rhinesmith, CIMA®, AIF®
President & Chief Operations Officer
EDUCATION AND TRAINING:
The American College of Financial Services, King of Prussia, PA
Certified Financial Planner and Chartered Financial Consultant, enrolled, 2022
Command & General Staff College, Fort Leavenworth, Kansas
Masters of Science – Military Science, Intermediate Level Education – July 2010
Rutgers University, New Brunswick, NJ
Bachelor of Arts, Economics, Minor in Accounting - May 1996
United States Institute of Peace
International Studies of Peace Course, Washington, DC, February 2011
Harvard Law School, Cambridge, MA
Program on Negotiations Certification, December 2010
CUNA CEO Boot Camp, May 2001
CUNA Financial Management School, June 2000
CUNA Mortgage Lending School, December 1987
MILITARY:
Retired rank: Major
Contractor Officer Representative Course, March 2012
Project Purchase Officer Course, July 2008
Civil Affairs Qualification Course for Active Duty Officers, October 2007
Civil Affairs Reclassification Course, April 2005
Infantry Officers Advance Course, July 1993
Possessed a DOD Top Secret Clearance with departmental access.
LICENSES:
Producers License with authorities in Life, Accident & Health
PROFESSIONAL AFFILIATIONS, AWARDS AND ORGANIZATIONS:
Rutgers Alumni Club of South Carolina
President
August 2013 - December 2022
Education
Governors School of Science & Math
Increased Participation Advisory Board Member
October 2016 - October 2018
Education
Fatherhood and Family
Former Chairman Of The Board
September 2016 - July 2018
Economic Empowerment
Certificates
CIMA®, AIF®
Retirement Planning Specialist Certificate
