Your story. Your wealth. Your plan.

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Clark Gallivan is a Financial Advisor with UBS Financial Services in Greenville, SC. He understands that everyone has a unique story and strives to go beyond what is expected for the Gallivan Group's clients to meet their ever-changing and complex lives. Clark began his career in environmental consulting and later commercial banking but realized he desired to make a more personal connection with clients. In 2001, he joined UBS Financial Services Inc, and had the privilege of  working with his father Gally for over 16 years. Those years reinforced the lessons that he learned from an early age of having a long-term focus, creating a plan, and living consistently in a way that balances wants and needs. He is a graduate of The University of the South in Sewanee, Tennessee, Clark and his wife, Katie, live in Greenville with their four sons. He cares deeply about the community his family has called home for generations, and is involved with a number of local nonprofit organizations.

• Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CERTIFIED FINANCIAL PLANNER
• Certified Investment Management Analyst
• Senior Managed Accounts Consultant

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Thad Dulin is a Financial Advisor with UBS Financial Services. He is committed to those he serves, and, with thorough conversations, takes the time to ensure a deep understanding of what's important, now and for future generations. After a career in professional cycling, Thad became a Financial Advisor in early 2010 and was drawn to the role knowing what a difference advisors can make for a family. His focuses are on planning resources and marketing initiatives. As a native to the Upstate, he graduated with a degree in Business Management from Clemson University in 2008. Thad, his wife Dixie, and two daughters enjoy traveling and spending time on the lake.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• Certified Exit Planning Advisor

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Mike Shain brings over three decades of experience in financial services to UBS. He is a Greenville native and graduate of Greenville High School and The University of Tennessee.  Prior to joining JC Bradford in 1991, he worked in the Shain family auto parts business.  At JC Bradford, Paine Webber and subsequently UBS, Mike developed a devoted client following and served many high net worth individuals, families and non-profit organizations. After retiring from UBS in 2024, he returned to the firm in October 2025 with a conviction to continue to serve clients and his community.

Mike and his wife Michelle have 3 children, 6 grandchildren, 2 dogs, and a seemingly unlimited supply of friends. Their commitment to the Greenville community is unwavering.

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Sara Rieser is the Team Administrator for the Gallivan Group and is responsible for the management of client relationships. She enjoys working with our clients and their extended team of CPAs and Attorneys to help with the complexities of generational wealth management and planning. Sara graduated magna cum laude from the University of Kentucky where she received a Bachelor of Arts degree in Foreign Language and International Economics. Sara began working in the financial services industry in 2000, and in February 2008, Sara joined the Gallivan Group at UBS Financial Services. She brings many years of experience with account administration, client relationships and personalized service. Sara is married to Matt Rieser and they have four children

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Sandra McAvoy is a Wealth Strategy Associate and is responsible for financial planning, client reporting and performance measurement. Sandra's passion to solve problems and her attention to details are valuable assets to the Gallivan Group and its clients, of whom she has served for over  20 years. She graduated magna cum laude from Baptist College at Charleston (now Charleston Southern University) with a degree in Business Administration. Sandra and her husband David are proud parents of one son and two Boykin Spaniels.

• CERTIFIED FINANCIAL PLANNER

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For the last decade, Grayson has developed a deep breadth of knowledge across capital markets. He has served business owners and entrepreneurs from a variety of unique positions. With skills ranging from wealth planning to valuation to investment management and alternative investing, he has a demonstrated track record advising business owners, entrepreneurs, and highly skilled professionals with how to build generational wealth. Grayson and his wife, Mallory, live in Greenville with their two children. He grew up in Greenville and recently returned home after a decade working in Atlanta. An ex-collegiate tennis player, he enjoys playing competitively. Additionally, Grayson is a novice gardener and loves spending time with his family.

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Maura Maness is a Wealth Management Associate for the Gallivan Group and is responsible for client services and team operations. She graduated magna cum laude from The College of Charleston with a degree in Business Administration and then continued to The Citadel to receive her MBA. She loves the personal connection she makes with clients and providing exceptional client service. Maura is a South Carolina native and has called Greenville home since 2000. She and her husband, Doug, and are proud parents of their three wonderful children. 

Sherry Burnett is a Client Associate based in Greenville, South Carolina, and a seasoned professional known for her leadership, organizational strength, and client-centered focus. She plays a key role in supporting financial planning initiatives and collaborating with colleagues across the firm to deliver exceptional service. She is deeply committed to discipline, personal growth, and helping others achieve their goals.

Outside of work, she is an active member of a local church and also serves as a group exercise fitness instructor in the area. With a strong foundation in both leadership and service, Sherry is proud to bring her experience and passion to UBS Financial Services.

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Joy Cutter is a Senior Wealth Strategy Associate and is responsible for assisting clients and team members with daily operations. She began working with Gally Gallivan prior to her graduation from Bob Jones University in 2001 where she received her degree in Financial Management. In 2008 she left The Gallivan Group to stay home with her two children and returned to the team in 2016. She and her family live in Peachtree City, Georgia.

Cecelia Erkens is a Client Associate and is responsible for meeting material preparation, client contact management and client mailings. Cecelia began working with The Gallivan Group as an intern for 6 months in April of 2024 and loved her experience. After receiving her degree in Business Administration, she was pleased to come back in January of 2025 to work part-time. Cecelia spent most of her upbringing in Illinois on a livestock farm. Although she misses the farm life, she enjoys living in Greenville with her husband, William.