Johnathan founded Big Money Retirement Solutions in 2020 after successfully building and selling a captive insurance agency focused on retirement planning. Becoming a fiduciary was a turning point—one that solidified his belief that independence, transparency, and putting clients first create better outcomes. He built Big Money around best-in-class planning strategies, technology, and investment solutions to give clients clarity and confidence in every stage of retirement. Outside of the office, Johnathan enjoys skiing and vacationing in Palm Beach with his wife, Samantha, and their son, Emmett— especially golf cart rides with Emmett, his favorite way to unplug and be present.

Teddy is a Financial Advisor who holds a Series 65 license and a life and health insurance license. Teddy joined Big Money in 2024 where he aims to provide clients with a roadmap to financial success in their retirement. With prior experience in holistic financial planning, he is able to use his wide range of knowledge to make sure clients are on the right path to financial freedom. Prior to joining the finance industry, Teddy played baseball at Erskine College. He and his wife, Megan, have a daughter who they love to spend time with. His hobby of choice is playing golf.

Luke is an accomplished Lead Financial Advisor who joined Big Money Retirement in 2023, bringing with him a wealth of experience as a wealth management stock trader from Auckland, New Zealand. A graduate with top honors in Financial Economics, he excels in investment research and retirement planning optimization. As a Series 65 holder and National Social Security Advisor (NSSA), Luke leverages his global perspective and analytical acumen to enhance client portfolios and retirement planning strategies.

Charlie has always approached financial planning the way a great teacher approaches a complex subject: with patience, clarity, and a genuine belief that understanding changes everything. After earning his CFP™ designation and building his career at Edward Jones, Vanguard, and Fidelity, where he was recognized as a top-10 producer among more than 400 advisors, he joined Big Money Retirement to do what he loves most: sitting with clients, hearing their stories, and helping them build a confident path toward the retirement they’ve worked so hard for. Away from work, Charlie is an ice hockey player, a devoted Braves fan, and a lover of classic film noir. He lives with his partner, Alyssa, and their two pugs, Freddie and Rucker.

Chris Jennings is an Enrolled Agent with the IRS who is dedicated to helping our clients reduce their tax bills as much as possible through proactive tax planning. In his free time, he loves the rodeo scene and spending time with his beloved dogs. Chris joined Big Money in 2024, bringing with him a wealth of expertise and a passion for optimizing tax strategies. He ensures that our clients fully understand their tax opportunities, working tirelessly to secure their financial well-being. Outside of work, Chris enjoys participating in rodeo events and caring for his dogs, balancing his professional dedication with his personal passions.

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.

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.

With over 15 years of marketing experience specializing in strategic campaign development, communications, and data analytics, Kyle’s unique background lends itself to creative opportunities benefitting our potential and current clients. A graduate of both NC State University (BA) and Wingate University (MBA), Kyle has a true passion for learning and enjoys staying up-to-date on new trends and developments in the marketing and finance worlds. Outside of work, Kyle is heavily involved with his community, serving on two non-profit boards in Greenville, SC and Charlotte, NC, and is always looking for new ways to volunteer and create philanthropic opportunities for himself and those around him. He and his wife, Brittany, reside in Greenville, SC and enjoy spending time with their growing family, going on hikes, testing out any new restaurant they can find, and immersing themselves in the local art and music scene.