I have been a financial advisor since 2016 and absolutely love my work. Through this amazing profession, my team and I have been able to touch people's lives and truly make a difference to their family tree. We are dedicated to providing clients with the highest level of service while partnering with them over their lifetime to provide simple and effective strategies for building and transferring wealth.
We begin by defining what's most important to you. Then, through an established process, we build proven strategies around the goals that you have set. We stay in contact regularly with our clients, and partner with their team (attorneys, CPAs, realtors, etc.) to be sure they stay on track to reach those goals. We genuinely love our clients and love the opportunity to serve them.
A little about me: I am married to my bride of eight years, Lauren, and we have two sons, Hunter and Fletcher. We enjoy the beach, traveling and watching our boys grow! I like golf, exercising, volunteering, playing guitar and getting outdoors.
My branch office administrator, Rachel, has years of experience and provides you with the highest level of service. She is married to her husband, Josh, and has a son and daughter, Dillon and Emily. She loves concerts, the beach and getting outdoors!
What is important to you is important to me. It's a privilege to serve my clients each and every day. Give us a call to see how we might help.
Focus areas
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
- Charitable Giving
- Portfolio Reviews
Focus Areas
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
- Charitable Giving
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Community Outreach
- Golfing
- Hunting
- Traveling
Personal Interests
- Spending Time with Family
- Community Outreach
- Golfing
- Hunting
- Traveling
Office Information
Phone Number
Matthew C Fogle at (803) 807-9988Branch Team
- Rachel Levesque
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Rachel Levesque
- Sr. Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More