Let's move forward. Together.

The focus of our relationship:

My mission is to provide advice and guidance to you through the stages of wealth with a plan - critically weighing your best opportunities, working for my clients as I would for my own family.

Chris is a senior partner in the Newton Group focused on understanding each client so that the team can tailor their offerings based on individual needs and objectives. Chris uses his extensive fixed income experience in overseeing income strategies, alternative short term cash management strategies and lending needs.

Chris is a Certified Financial Planner™ practitioner and is a graduate of the School of Commerce and Business at the University of Illinois. The CFP® designation provides Chris with the additional expertise he brings to each planning discussion with clients. Prior to becoming a Financial Advisor in 2004, he was a long standing member of the Chicago Board of Trade working as a derivative specialist in US Treasury Bonds. Chris uses his past experience to help clients stay disciplined and have confidence in their investment strategy. In volatile markets, separating investment decisions from emotions is critical.  It could mean the difference between missing and exceeding clients' long term goals.

Chris lives in the Keowee Key community on beautiful Lake Keowee. He enjoys golf, gardening and slow lake cruises with his wife Kim and their dog, Maddie.

CJ joined UBS in 2013 while at Clemson University pursuing his BS in Finance. After graduating in 2014, CJ teamed with Chris to form the Newton Group so that he could continue helping clients achieve their financial goals. CJ's focus is on the Financial Goal Analysis™ program - a very comprehensive report offering clients a complete picture of their financial plan and retirement years. As an important part of the planning process, CJ and Chris spend time with clients and their families to get to know each individual's goals and objectives. CJ then develops the plan and reviews the analysis so that each client may take comfort in and understand their financial and retirement picture.

CJ is also a Certified Financial Planner™ professional and is trained on retirement, estate planning, and investment strategies. He is responsible for implementing and monitoring the team's trading in individual stock positions that focus on dividend and growth stocks. He is passionate about helping clients and focuses on bringing forth the vast resources of UBS and his knowledge as a CFP® practitioner to each client relationship.

CJ lives in Simpsonville and very much enjoys traveling and exploring new places with his wife, and high school sweetheart, Mallory.

Graham joined UBS as a Client Service Associate for The Newton Group in 2019. A 2015 graduate of the University of Georgia with degrees in Finance and Sport Management, Graham started his professional career in sports business, specializing in client service and operations. As a member of The Newton Group, Graham is able to combine his passion for helping people with his interest in Finance. In his role, he is responsible for servicing each client relationship and assisting with day-to-day operations to ensure client needs are taken care of in a timely manner. He is passionate about making sure each client feels valued every day.

Graham and his wife, Tory, are expecting a baby boy, Gracen, and currently reside in Simpsonville.