ADVOCATES AND STEWARDS FOR YOUR WEALTH.
At Tenet Wealth Management, we are advocates for your life, your wealth and your legacy. Our integrated approach brings together some of the brightest minds in each aspect of wealth management: financial and tax planning; investment management; trust and estate planning. Our goal is to increase and safeguard your wealth now and for generations to come.
Jonathan D. Fike
Wealth Advisor
Jonathan's job is to make sure Tenet Wealth Management delivers on its tenets first. He empowers the Tenet Wealth Management team to find solutions that are tailored to your individual situation. Jonathan also ensures that the firm’s collective experience and the very best of its collective knowledge, whether it be investments, risk management or estate planning, is utilized in each of your plans.
Jonathan leads by example; he has his own clients to serve. This keeps him in touch with both the client’s needs as well as the needs of his team. To lead by example one must also live with the results of one's decisions.
Jon and his wife Shannon have 2 adult children and in his spare time enjoys boating, fishing, and golfing.
Designations and Education
Chartered Financial Consultant (ChFC®)
Accredited Estate Planner (AEP®)
B.A. in Monetary Finance and Economics, University of North Carolina at Asheville
Community and Industry affiliations
Business Networking International - Kershaw Connectors Chapter - Past President
Columbia Estate Planning Council - Member
Jeffrey L. Stock Jr.
Portfolio Manager
Jeffrey leads a team that uses an disciplined investment process that is data-driven, analytical and utilizes a global approach in regards to asset class and geography. They set asset allocations based upon your risk tolerance with the intent to optimize after-tax returns. Jeffrey leads the exhaustive research process on asset managers and individual companies and that process is in-depth, on-going and experiential. The research process is driven by the desire to find the best match concerning risk and return for each asset class.
Jeffrey works closely with your Tenet Wealth Management advisor and is always ready to explain how your portfolio is invested and the rationale behind those decisions.
Designations and education
Chartered Financial Analyst (CFA)
MBA, University of South Carolina
B.A. in Music, University of North Texas - Cum Laude
Community and Industry Affiliations
CFA Society of South Carolina - Board of Directors
CFA Institute
Carolina Wind Symphony - Board Member and Member
Carolina Brass Band - Member
Palmetto Concert Band - Member
Craig C. Cochran
wealth Advisor
Each day, Craig focuses on helping to get you a step closer to your goals, and taking care of any speed bumps along the way. He's there to help with the daily decisions and challenges as they arise, as well as your long term mission. Craig’s ultimate goal is to provide clients with the opportunity for financial peace of mind. Craig is known for putting clients and their priorities first and working hard to find solutions that are well though out and executed.
Craig works with clients in all stages of their lives from entrepreneurs, business professionals to retirees. He helps to develop comprehensive financial plans that help them navigate through the choppy waters that life is made up of and helps them get to their home port.
Designations and Education
B.S.B.A. in Finance, University of South Carolina
Justin Dorton
WEALTH ADVISOR
As a former collegiate athlete, Justin practices the discipline and attention to detail necessary to help you achieve your goals. Justin works in tandem with your Tenet Wealth Team to ensure your process and questions go smoothly, helping the team focus on taking care of the client’s needs. Utilizing a bespoke, holistic approach in which he is in constant communication with your Tenet Wealth Team.
Justin is married to Gracie Dorton who is currently working as a pharmacist. In his free time, Justin enjoys coaching baseball for a local team in his community. Justin believes the keys to being an effective coach are teamwork, proper planning, clear communication, and the ability to form long-lasting relationships with his players. Justin aims to take the lessons he’s learned through coaching and use them to benefit each client he interacts with.
DESIGNATIONS AND EDUCATION
B.A. in History Education, Newberry College
Kershaw County Young Professionals
W. Eddins Galloway, Jr.
wealth Advisor
Having played and coached a myriad of sports, Ed knows the importance of having a game plan and then modifying it as things change. He applies this same logic to the financial plans he helps to develop for his clients, centering them on “what if” scenarios. Considering all the possible outcomes up front makes it more likely long-term financial goals can be met, Ed says, even as life and your circumstances change. Ed enjoys getting to know you and your family and then applying our firm’s collective expertise to align your finances with the life you want.
Ed has over 30 years of experience and he utilizes that knowledge and experience to formulate complete financial plans to help his clients attain their financial goals.
Designations and Education
B.S. in Finance, Clemson University
W. Eddins Galloway, Jr. is only registered with Advisory Services Network, LLC, and is unaffiliated with Kovack Securities, Inc.
Karen Graves
Office Manager
As the office manager Karen works with the advisors at Tenet Wealth Management on establishing new client accounts as well as ongoing client account maintenance. With over 40 years of experience in this role at several firms she brings knowledge and insight that only that type of experience can provide.
Karen’s husband is retired USAF, and they have two daughters one a teacher locally and the other in college. She has one dog and two cats, all senior citizens. In her spare time, she likes to garden, do walking trails with friends, and is always on the hunt for rare or unique salt and pepper shakers to add to her 500+ set collection.
H.A. Kallio (Kal)
Wealth Advisor
For Kal, being your Tenet Wealth Management advisor means being your financial champion: helping you dodge pitfalls, seize opportunities and activate all the tools that can make a big difference in the long run, such as estate and tax planning.
Kal leverages his 21 years of experience when working with clients to help them define their goals and desires and then uses those to create a comprehensive financial plan designed to achieve them.
Education and designations
B.S. Indiana Institute of Technology - Magna Cum Laude
Certified Financial Planner (CFP)
Community and Industry Affiliations
Financial Planning Association - Member
H.A. Kallio (KAL) is only registered with Advisory Services Network, LLC, and is unaffiliated with Kovack Securities, Inc.
Katie Pope
Client Communications manager
At Tenet, we believe education is a part of success. While Wealth Advisors and Portfolio Managers provide information, rationale and details about an individual’s financial plan, Katie manages weekly newsletters ensuring relevance. These newsletters provide a variety of articles regarding current financial and economic issues as well as information to help clients better understand their relationship and attitude towards money.
Associates at Tenet Wealth Management work to foster lasting relationships. To promote this, Katie looks for and follows through on personal touchpoints with clients – birthdays, health challenges, family loss, promotions, Christmas, celebrations. She handles cards, flowers, and client events.
To aid in communications by all associates, Katie updates the Client Relationship Management (CRM) system and assists in client document mailings/filing and anything necessary to facilitate accurate and effective workflow.
Education and designations
B.S.N. University of South Carolina
M.S.N. Emory University
Community and Industry Affiliations
Corporate training in management, customer service and sales
Buckley School of Public Speaking, Coach
Community Clinic of Kershaw
Craig s. Schinke
wealth advisor
While he has a broad range of clients, Craig often works with people who are experts in their fields. Whether you are a doctor, lawyer, business executive or entrepreneur, Craig works diligently to coordinate all aspects of your financial life so that you have a clear sense of where you're headed and real confidence in your financial decision making.
Education and Designations
B.G.S Ohio University in Business and Design
Craig Schinke is only registered with Advisory Services Network, LLC, and is unaffiliated with Kovack Securities, Inc.
Brent n. Townsend
wealth advisor
Brent works with clients on a gamut of financial issues, but what he truly loves is helping people manage life's transitions. Whether you've just sold your business, become and empty nester or looking for calm after a financial storm, Brent helps you develop an action plan. Entrepreneurs and others new to wealth will find his approach instrumental in helping to achieve their personal goals.
Brent doesn't leave any loose ends when putting together your wealth management plan. All aspects of your life are considered.
Education and designations
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU)
Michelle Tyler
Admistrative assistant
Michelle comes to Tenet Wealth Management after working for another financial services firm for several years. Michelle is one of our administrative assistants who helps open accounts, handle day to day tasks, and helping to make sure our clients get the service they deserve. Outside of work Michelle and her husband are active in ministries they feel called to help others in different stages of life. In her spare time she enjoys spending time with her family.