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Our Dedicated Team of Professionals

About Upstate Wealth Management

Why Work With Us?

Choosing the right financial advisor? That’s no easy task. We’ll be the first to tell you: you need to be able to trust the person handling your finances. You need to be comfortable with what’s happening with your money. We work with you one-on-one to determine the best plan for your future. 

Our Process

The cornerstone of our process is an individualized financial plan for you. Our first step? We provide you with a full picture of your financial situation. From here, we evaluate and execute. We carry out your wishes and continually monitor your plan.

Your Upstate Wealth Team

Eric Steele, CPA. CFP. - President*

Eric has more than 20 years of experience in financial services, working with some of the nation’s top firms in the Southeast’s financial capital of Charlotte, and in Greenville. 

He graduated from Indiana University with a degree in Accounting and has since earned a CPA license in North and South Carolina and certification as a Financial Planner.

 

Eric lives in Greer, South Carolina with his two sons, Nathan and Jacob.

Liz Brophy Unterzaucher - Client Manager

Liz is a small business owner with over 20 years of experience

focused on high end travel in the US and Europe. She is passionate about the financial industry and is a crucial member of our team.

She graduated from Vanderbilt University with a degree in Engineering and Art History, and afterwards completed the Hotel Management School in Lausanne Switzerland. She speaks German and French.

Liz lives in Greenville South Carolina with her husband Fabian. Her children Julia and Alexander are both in college.

Jared Hartzell - Partner

Jared is an entrepreneur who has founded multiple startups, with significant experience in 
personal and business finance, 
marketing, economic development and real estate investment. 

He graduated from Bob Jones University with a degree in Marketing Management and has earned his MBA at Clemson University.

 

He lives in Greenville, South Carolina with his 8-year-old son, Keenan.

Tom Plemmons - Client Recruitment

Tom has worked previously with Morgan Stanley and with Transamerica, with experience in Life, Disability and Long Term Care Insurance as well as Annuities.

 

He grew up in Spartanburg, SC and graduated from Dorman High school, USC Upstate and received an MBA from the University of South Carolina. 

Tom has two grown daughters and

has been married to Vicki Plemmons for 29 years.

Gean Stegall - Client Manager

Gean has had an extensive career in the Healthcare industry, owning her own consulting company and serving as Office Manager for many successful practices. She has an extensive knowledge of health insurance, life insurance and helping individuals plan for the future.

She graduated from Central Connecticut State University and is our resident linguist, fluent in 5 languages.

Gean lives in Travelers Rest, South Carolina with her husband Dan. Her three children and seven grandchildren live in the Southeast.

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Tel: 864-655-4700

*Check the background of this investment professional on FINRA’s BrokerCheck.

*Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Upstate Wealth Management and Client One Securities, LLC are not affiliated.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. 

200A South Main St, Greenville, SC 29601