Originally from Atlanta, Georgia, Kyle has called Charleston home for the past five years. Before joining Big Money Retirement Solutions, he gained valuable experience at a Registered Investment Advisory firm and earned his Series 65 license. Kyle is passionate about helping clients approach retirement with clarity and confidence. Guided by his faith, he is committed to building meaningful relationships and serving each client with integrity and care. Outside of work, Kyle is an avid golfer who enjoys spending his downtime on the course. He and his wife, Mollie, love hiking, relaxing at the beach, and exploring Charleston’s vibrant culinary scene together.

Alan “AP” Pedraza serves as a Lead Advisor, bringing a disciplined work ethic and client-first approach to financial planning. A graduate of Clemson University with a degree in Financial Management, Alan holds his Series 65 license as well as his South Carolina Life and Health Insurance license. He works directly with individuals and families to develop personalized financial strategies and implement investment plans designed to build, manage, and protect long-term wealth. His experience as a paraplanner laid the technical foundation for his advisory role, sharpening his attention to detail and preparing him to confidently guide clients through important financial decisions. Outside of the office, Alan enjoys working out and spending time with his family. His commitment to personal growth and discipline carries over into his professional life and fuels his passion for helping others pursue financial confidence.

Jeremy brings more than two decades of experience with leading financial custodians to his role as Executive Vice President of Operations at Big Money Retirement Solutions. Drawing on a deep background in supporting wealth management firms, along with his Series 7 and Series 63 licenses, he is instrumental in designing and implementing operational strategies that deliver a client-first experience. His leadership is grounded in a commitment to excellence, ensuring every client interaction reflects the firm’s standard of elite service. Outside of the office, Jeremy values time with his wife and twin children, and is deeply invested in his community. He actively partners with local pastors on faith-based outreach initiatives and leads a nonprofit organization dedicated to providing faith-centered sports programs for both youth and adults.

“Samantha Burgess is the Chief Editor of PROSPER, the editorial and lifestyle publication of Big Money Retirement, focused on wealth, legacy, stewardship, hospitality, and intentional living. Her work blends editorial storytelling, brand development, and community culture through thoughtfully curated content centered around family, home, philanthropy, business, and modern legacy-building. In addition to leading PROSPER, Samantha contributes to the broader creative and strategic vision behind the Big Money Retirement brand ecosystem, including media, events, client experience, and community initiatives. Her editorial perspective is rooted in the belief that true prosperity extends beyond financial success into the ways people gather, give, build, and live. Through PROSPER, Samantha is helping shape a modern publication that documents the evolving intersection of wealth, lifestyle, family, and culture.”

Born and raised in Upstate of SC, Lindsey brings both professional expertise and a personal touch to her role as Director of Marketing. With over a decade of experience in customer service, she understands the importance of clarity, trust, and meaningful connection in every client interaction. Since joining the firm in 2023, Lindsey has led the way in shaping the client experience—overseeing all marketing, social media, events, and communications—while also fostering a strong, positive culture within the team. When she’s not creating meaningful experiences for clients, Lindsey is making memories with her two young sons—whether at the park, in the mountains, or at the beach.

Mari joined Big Money in 2025, bringing over two decades of experience in marketing, sales, and customer service. She excels at helping businesses grow through strategic planning and creating impactful client experiences. As our Marketing Coordinator, she spearheads Wine & Wisdom gatherings, assists with dinner events, and coordinates team-building activities. Outside of work, she’s often on the sidelines cheering for her son at soccer games or planning her family’s next Caribbean cruise!

Sam is a visual storyteller and digital marketing professional with over 10 years of experience in the field. He joined in June 2025, where he focuses on helping clients share their stories through compelling media and creative strategy. With a background in videography and digital content creation, Sam specializes in crafting narratives that connect with audiences in authentic and impactful ways. Prior to his career in media, Sam played baseball at Anderson University, an experience that instilled in him the value of teamwork and discipline. Outside of work, Sam enjoys playing baseball in a local men’s league, spending time with his son, Reeves, and their dog, Titan.