Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of business owners, veterans and families in my community.
Everyone has a different story in life to share. My story started out growing up in the Air Force, living in over a dozen different cities and states by the time I graduated high school. In turn, I had a strong desire to serve my country and did so in the Air Force. This is how I ended up in the Charleston area. Fast forward, I met my wife, have two daughters that have daddy wrapped around their fingers, and earned my MBA from The Citadel. I started as a small business owner owning three different businesses over my tenure.
Unfortunately, my last business did not fulfill my passion of helping people. I was able to do this in the Air Force and at the beginning of my small business career. That dwindled away over the years and I was just working to work. I had an interest in finances that was discovered back in high school. If it had a dollar or percentage sign, it just made sense. This led to me starting my first trading account when I was a teenager, followed by taking finance classes for all my electives in the MBA program.
Which is why I'm here today. I understand the challenges of the small business owner, I've experienced the transition from military to civilian life, and I know what it's like juggling a family. I want to help everyone to be able to achieve a financial goal; go on that vacation, be financially secure and enjoy their retirement in their own unique way. I want my clients to be able to see that their work today is helping to accomplish their dreams in the future. Let me share with you my established process and join your family in helping you through life's financial events. You can reach me at 843-871-3655 or [email protected].
- Wealth Strategies
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Retirement Savings Strategies
- New Investors
My Personal Interests
- Spending Time with Family
- Animal Rescue
Phone NumberBrent Tatum at (843) 871-3655
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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