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Lowcountry Retirement Services

Team

At Lowcountry Retirement Services (LRS) we take a team approach that offers a broader perspective and comprehensive service plan for our clients. Contact us today to find out how we can be your retirement planning team. 
 
With 30 years industry experience, Jim has provided clients with a hands-on and educational approach to managing financial and retirement planning. By working together they are able to create, implement, and achieve focused financial...

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Steven Conte

Vice President & Co-Founder

843-881-7175 ext. 2004

843-881-8352

Steve began his career in 1984 as an agent with Equitable Life Insurance and Registered Representative of Equico Securities in New York. With an approach designed to cultivate sound financial planning, his career at Equitable,...

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Mark Fell, Managing Partner A product of the New York Stock Exchange (NYSE) trading floor, Mark began his career in 1998 where he spent 10 years managing stock trading and volume worth of $15 million per day.In 2007, Mark relocated to...

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As a financial advisor, my goal is to help my clients navigate the increasingly complex financial world that we live in, and experience the confidence that comes from developing and executing a sound financial strategy. I help business...

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Erica Wozniak

Registered Office Administrator

843.881.7175

A graduate of North Carolina-Wilmington’s Cameron School of Business, Erica has worked in financial services since 1999. She has fulfilled a number of key roles in the industry including financial advisor, registered sales assistant,...

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