ACCUMULUS FINANCIAL GROUP - Key Persons
Job Titles:
- Operations Manager
- Member of Trinity Baptist Church
Beth started working as an Advisor Assitant to Jamie Danford in 2014. She later became the Director of Operations at Accumulus Financial Group, LLC in 2017.
Prior to assisting Jamie, Beth served as the Assistant Vice President and Director of Licensing at Resource Bancshares Mortgage Group, Inc. She has experience working as a real estate paralegal with Fleet Mortgage Group, Inc. and Paralegal Services of SC. She also worked with SCE&G in database management.
Beth is an active member of Trinity Baptist Church in Cayce, SC. Her other interests include reading, being outdoors, and spending time with her family. She currently lives in Sandy Run with her husband, Larry, and their two children. Larry is a Field Recruiter with the US Postal Service.
Henry began his career in the investment industry during college as an intern with Accumulus Financial Group, LLC. In 2022, he graduated from the University of South Carolina Honors College and was immediately hired by Accumulus to work as a Paraplanner. In this role, Henry helps analyze the financial position of clients and assists our advisors in implementing strategies to address their goals and objectives.
In addition to his professional career, Henry is also pursuing a Master of Divinity degree from the Reformed Theological Seminary in Orlando. He hopes to complete the coursework required for this degree by 2028. Once complete, he plans to enter pastoral ministry while continuing to assist clients at Accumulus.
Due to his interest in both finance and ministry, Henry enjoys working with pastors through the financial planning process. He feels this process helps pastors define their financial goals and work towards achieving those goals in a manner that aligns with their values.
Henry proposed to his high school sweetheart, Dori, in 2022, and they are planning a wedding for the summer of 2023. He attends Rivercrest Presbyterian Church in Lexington, SC. Henry is a voracious reader, enjoys US history, and loves Gamecock Football. Peppering his co-workers with quotes and witticisms from his favorite television show, The Office, is also one of his favorite undertakings.
Job Titles:
- Founder Wealth Planner ( 803 ) 403 - 1160 X101 ( 803 ) 830 - 6177
Job Titles:
- Client Relationship Manager
Job Titles:
- Director of Special Projects
Leah went to the University of South Carolina for her undergraduate and graduate studies. She obtained a PhD in School Psychology from the University of South Carolina in 2008. From 2006-2019, she worked in the public school system at District Five of Lexington & Richland Counties as a School Psychologist. She also has experience working in a clinical setting.
In 2019, she began working at Ben Lippen as its Accommodations Coordinator. Her background and experience in the public and private sectors have have given her countless opportunities to be directly involved in the creation, implementation, and ongoing monitoring of services for students with special needs. This knowledge and experience is leveraged for the benefit of clients with special needs providing them resources and value that are difficult to find elsewhere.