Team

Founder and owner of Michael Oana Retirement Planning Specialist. He graduated from the University of South Carolina Moore School Of Business in 1992...

Ben graduated from University of South Carolina where he double majored in Finance, Risk Management and Insurance. Ben specializes in helping his clients pursue their retirement goals. 

Shannon is a graduate of the University of South Carolina and focuses on new account set up and account maintenance. He lives in the Lexington/Gilbert area and enjoys outdoor activities and travel. Shannon comes to the team with 30...

Christine is originally from New Jersey. Christine and her 4 year old daughter, Stella, reside in Fort Mill, South Carolina. Before moving to SC, Christine lived in New York, Massachusetts, and California. She has over 3 years of...

Kim is originally from Lake Forest California. Kim and her husband Bret are fur parents of 2 dogs and 2 cats. Before moving to Columbia SC, Kim worked in Florida and Colorado. She has over 30 Years of Financial experience.

Originally from Leicester, UK, Michaela worked in Saudi Arabia, where she and her husband both met. They now both reside in South Carolina, USA and they have two beautiful girls. Michaela has over 15 years experience as an Executive...

Tina is from Fort Lauderdale, FL and now resides on the Beautiful Natures Coast of Florida in a town called Inverness.Tina lives with her longtime friend and partner of 25 years Bruce. They have 2 wonderful dogs and a cool cat. They...