Paul C. MacDonaldCLU, ChFC, EA President & Founder
Paul MacDonald, our President, is a Chartered Financial Consultant (CHFC) and a well-known speaker and advisor in the South Carolina Lowcountry. Paul strives to provide sound, conservative advice and tax-saving strategies to help clients grow and protect their retirement assets. Paul retired from the United States Navy Reserve in 2006 with the rank of Commander. He is an active member of his church, past President of both the Charleston Running Club and The Lowcountry Senior Network, a group of 100+ professionals providing services to seniors.
Paul is an avid runner, recently completing his 43rd marathon in 40 states on his way to completing one in all 50 states and Washington, DC. He lives in Mount Pleasant, SC with his wife Connie, daughters Ashley & Brittany.
Brittany MacDonaldOffice Manager
Brittany joined the firm in February 2016 after graduating early from Wando High School. She is enjoying learning about the financial services business and providing outstanding client service. In her spare time, Brittany enjoys riding her horse, Gideon, and spending time at the barn with her other two horses and her dog, Vella.
Kimy SextonCPA, EA
Kimy has been accountant since 1995. She received her BS degree in accounting in Vietnam and her BS degree in Business Law. She moved to America in 2007 and became a U.S. citizen in 2011. She earned her CPA license in West Virginia, and is also an Enrolled Agent (EA) enabling her to practice before the IRS. She is a member of the Association of Chartered Certified Accountants (UK) and AICPA (USA).
She moved to the Charleston area in 2012 with her husband, David, who works at the College of Charleston, & their eight year-old daughter, Aurora. She has a Jack-chi dog named Copper who assists her in her gardening by digging up everything she plants and moving it to a new location. She loves cooking, reading and teaching her daughter the finer points of being a strong woman.