Senior Wealth Advisor
Tea Olive Capital exists to listen closely, understand deeply, and care genuinely—knowing that results matter. Our mission is to help clients in Aiken and across the CSRA pursue financial independence with structure, perspective, and confidence.
Our mission is to help clients pursue lasting financial independence through thoughtful planning, objective guidance, and long-term partnership. We take the time to understand each client’s goals, priorities, time horizon, and comfort with risk—so every recommendation supports informed, confident decision-making.
As an independent, financial services firm, Tea Olive Capital is committed to building enduring relationships grounded in collaboration, integrity, and transparency. We believe education, open communication, and attentive service are essential to helping clients navigate complexity, adapt to change, and move forward with clarity and confidence.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Who We Serve
We work with individuals navigating major life transitions, pre‑retirees and retirees seeking clarity, business owners balancing complexity, and families with sophisticated tax and estate considerations. If you value thoughtful planning and a long‑term relationship with a valued advisor, we strive to make you feel at home here.
We serve individuals, families, and business owners who have built meaningful wealth and want a dedicated partner to help steward it wisely.
Pre-Retirees
You’ve built a strong financial foundation and are preparing for what’s next. We help you refine, preserve, and align your wealth with the lifestyle and legacy you envision.
Retirees
Retirement is not about slowing down—it’s about living intentionally. We help you manage income, preserve wealth, and maintain confidence throughout retirement.
Business Owners
Your business and personal finances are deeply connected. We help coordinate compensation, tax efficiency, succession, and long-term planning.
Life Transition & Widows
During periods of change, clarity matters most. We provide patient, respectful guidance designed to restore confidence and independence.
Our Process
Financial planning is a comprehensive, ongoing process—not a one‑time event. We start by understanding your goals and values, then build and adapt a plan that supports the decisions you make over time.
Our process is transparent, collaborative, and adaptable—because confidence comes from understanding.
1. Introductory Conversation
We begin by listening—learning about your goals, priorities, and concerns to determine whether a long-term partnership makes sense.
2. Discovery & Exploration
We take a deeper look at your financial life, clarifying opportunities, risks, and areas for improvement.
3. Strategy & Planning
We deliver a clear, easy-to-follow roadmap designed to align investments, planning, and decisions around your goals.
4. Ongoing Partnership
Life evolves—and so should your plan. We provide continuous guidance, adjustments, and access to decision-makers as your needs change.
Meet Our Team
Get to know the people behind Tea Olive Capital. Before we talk about accounts or investments, we focus on understanding your story and building a relationship that lasts.
Client Relationship Manager