Meet the professionals who can help you pursue your goals

We help individuals and families pursue their ideal retirements.



Rebecca Kincaid, CLUFounder | CEO
Investment Adviser Representative

Rebecca Kincaid is a good ol’ Georgia girl who grew up on a sweet potato farm in south Georgia. She has lived in Greenville since 2012 with her husband, Pate, who was transferred here as a salesman for John Deere. She left Atlanta kicking and screaming but now is so happy God led her to Greenville. She has fallen in love with the people, the town and the family environment that is fostered here.

Rebecca began her career in the insurance industry in 2000 as a writing agent. She earned a Bachelor of Arts in public relations from Valdosta State University in 2003. In 2004, she joined Old Mutual Financial Network as a regional coordinator, earning promotion to and serving as life regional manager and annuity regional manager.

Rebecca has vast experience in retirement income plans, life insurance, long-term care and tax-efficient retirement strategies. She has passed her Series 6, 63 and 65 securities exams. Rebecca also holds property & casualty, life and health state insurance licenses in South Carolina and Georgia. In 2010, she earned the designation of Chartered Life Underwriter (CLU) through The American College.

One of Rebecca’s favorite things about her business is building relationships with clients and helping them work toward financial independence. In addition to working with clients, Rebecca worked with Tarkenton Financial, founded by Pro Football Hall of Famer (1986) Fran Tarkenton. For more than seven years, she managed more than 200 Tarkenton Financial professionals, helping them to build their financial practices.

When Rebecca is not working, she is wrestling with her son, Finley, or playing princess with her two daughters, Ava and Temple.


Melinda Sanders Director of Operations


Laura Adair Client Services Coordinator

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Or give us a call at 864.501.3415