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.

With a decade of experience at two of the largest financial institutions in America, Matt recently joined Big Money Retirement Solutions in 2024 as a fiduciary financial advisor. Armed with the WMCP® and CRPC®  designations, he leverages a wealth of experience to guide clients towards financial success. Beyond the world of finance, Matt is a family man, married with three children, that live on their family farm together operating a thriving market garden. His interests extend to practicing Jiu-Jitsu, lacrosse and strategic investments in real estate, reflecting a diverse skill set ready to benefit clients. 

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.

Tyler brings a unique combination of military and financial expertise to Big Money Retirement Solutions. With eight years as an Explosive Ordinance Disposal (EOD) specialist, he developed advanced problem-solving, risk assessment, and leadership skills in high-pressure environments. Building on this foundation, Tyler transitioned to a career in finance, bringing over six years of experience as a financial advisor. He is committed to guiding clients through retirement with clarity and confidence.

Luke is an accomplished financial analyst who joined Big Money in 2023, bringing with him a wealth of experience as a brokerage stock trader from Auckland, New Zealand. A graduate with top honors in Financial Economics, he excels in investment research and client onboarding. At Big Money, Luke leverages his expertise to deliver exceptional financial optimization services, drawing on his global perspective and analytical acumen to enhance client portfolios and financial strategies.

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) brings a strong work ethic and attention to detail to Big Money Retirement as a paraplanner. Born and raised in Ware Shoals, South Carolina, Alan graduated from Clemson University with a degree in Financial Management and has earned both his South Carolina Life and Health Insurance Agent license and Series 65 license. He supports the team by preparing financial plans, managing client paperwork, and ensuring information is accurately integrated across the firm’s systems. His passion for helping others navigate their financial future drives his commitment to excellence in wealth management.

Originally from India, Nancy moved to the United States in 2013 after traveling extensively around the world. She joined Big Money in February 2025, bringing over a decade of client service experience. Previously, she worked as a Product Owner at a leading wealth management firm, where she honed her ability to understand client needs and deliver exceptional service. Outside of work, Nancy is a devoted mother to her son and daughter. She treasures quality time with her children, whether exploring new places, embarking on adventures, or enjoying life’s simple moments. Passionate about giving back, she actively volunteers and seeks opportunities to make a meaningful impact in her community.

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.

Elizabeth joined Big Money in 2025 as a Client Solutions Specialist. Elizabeth holds a Series 65 License and brings a strong foundation in business with a degree in Finance, Marketing and Entrepreneurship. She takes pride in her ability to communicate clearly and make complex information easy to understand. Whether guiding clients through questions or providing day-to-day support, she is dedicated to making each client feel informed, heard, and valued. Outside of the office, Elizabeth enjoys running, cooking, and creative pursuits in art, sewing, and interior design.

Born and raised in South Carolina, Caleb Owens is a 2026 graduate of Bob Jones University, where he earned a Bachelor’s Degree in Business Administration with a concentration in Finance. He is passionate about financial planning and wealth management and is eager to grow professionally while helping clients work toward their long-term financial goals. During his time at Bob Jones, Caleb was a member of the university’s basketball team. Outside of work, he enjoys staying active through sports, playing guitar and drums, and enjoying quality time with his significant other. Caleb values continuous learning and enjoys building meaningful relationships with the clients and colleagues he serves.

John serves as our Chief Compliance Officer and Head of Compliance. He brings over two decades of experience in the financial services industry. Prior to joining our team, he was the Chief Compliance Officer at one of Fifth Third’s broker-dealers. John was also the Chief Compliance Officer at TIAA-CREF and has many years of compliance experience with other large financial institutions. He holds the FINRA Series 7 and Series 24 licenses. John and his wife have three boys and they have recently relocated to Charleston South Carolina.

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 in Nantua, France, and raised in Greenville, SC, Mael brings a unique international perspective to financial planning. Currently a Senior at Clemson University, Mael is pursuing a degree in Accounting and is set to graduate in May 2025. Mael supports the team with detailed financial analyses, strategic planning, and client-focused solutions. Beyond the world of finance, Mael is a dedicated semi-professional paintball player, competing in tournaments across the country.

Before joining Big Money Retirement Solutions in August 2024, Emily worked closely with top executives at Jeff Bezos’ environmental philanthropy, the Bezos Earth Fund. Now at Big Money, she provides invaluable support to our fearless leader, our team, and our clients. Emily is deeply passionate about both travel and helping others—so far, she has explored nearly 60 countries across six continents!