Personal Service, Robust Resources
Our team of specialists is committed to helping you grow your practice the way you see fit. We’ve been in your shoes as an advisor, so we know the importance of a simplified, reliable support system for your business. Whether you’re just getting started or you have a thriving practice, we’re here to make your life as an advisor that much easier.
Meredith Strosser
Managing Partner & Senior Wealth Advisor
As our Managing Partner and Senior Wealth Advisor, Meredith handles all of CORE’s day-to-day advisor oversight. With her Series 24 license, she’s certified to handle all our advisor’s compliance needs, from trade review and investment recommendation suitability to marketing approval and client communication review. She strives to provide personal service that makes the review process simple for advisors so they can spend more time focusing on their businesses.
Meredith attended Duquesne University of the Holy Spirit for undergraduate as well as graduate school, accomplishing a Bachelor of Science in Business Administration Degree and a Master of Business Administration Degree with a concentration in Finance. She has also successfully obtained the Series 7, 66, and 24 financial licensing, held through LPL Financial, in order to provide securities related advice.
Meredith enjoys being active within the community and giving back in any way she can. As a resident and business owner of Rock Hill, South Carolina, Meredith is also a board member for Historic Rock Hill and Nothing Pink.
Will King, CFP®, CFS®
Chief Investment Officer & Wealth Advisor
As CORE’s Chief Investment Officer, Will oversees the high-level operations of our firm and supports our business development initiatives. He also manages our advisors’ compensation service, aggregating each advisor’s payments and establishing a streamlined process for them to receive their income. In this role, he works with new advisors to determine the best fee structure that’s mutually beneficial for their business and our firm.
Will was born and raised in Rock Hill, SC and has been heavily involved in the community since his youth. He graduated from Furman University in Greenville, SC where he played wide receiver for the Furman Football team. Will and his wife, Alison, reside in Rock Hill, SC with their two children, Will and Dallas, and two adopted pugs, Weezy and Leo. Whether coaching, serving his community or consulting with clients, Will brings a long-term view and endless commitment to bettering the lives of others.
Morgan Smith
Office Manager, Advisor Relations
Morgan is truly a Jack-of-all-trades for our CORE team! She keeps our office running smoothly and manages our documentation, client communications, and all our internal processes. Morgan also oversees our onboarding process and works directly with our advisors to determine how we can best support their practice.
Morgan and her husband, Chad, live in Rock Hill, SC along with their dog, Jade. Morgan grew up in Rock Hill, graduated from Northwestern High School and earned her degree from Winthrop University. Morgan is a Gamecock fan, as she started off her college career at the University of South Carolina. Morgan and Chad love spending time with their friends and family. They especially enjoy being outdoors with Jade, whether it be hiking, kayaking, or attending sporting events.
Chip Hutchison
CORE Mentor
As someone who’s built a successful financial practice, Chip offers our CORE team the insight and guidance of an experienced advisor. He supports our efforts by helping us grow our practice, reach new advisors who need our services, and ensure that our team does everything it can to make life easier for fellow advisors.
Before joining CORE, Chip established and maintained his own wealth advisory firm, Hutchison Group, Inc. In his current role, he continues to faithfully serve many of his wealth management clients while lending his knowledge to our team at CORE.
Chip earned a B.A. in Business Administration from The Citadel. He is a registered representative of and holds his Series 7 and 65 securities registrations through LPL Financial. He also holds Life and Health insurance licenses.
Chip is an active member of Rock Hill. He serves on the board of Historic Rock Hill and is a commissioner for Visit York County, his local visitors and convention bureau. He is an active member and previous church elder of First Presbyterian Church in Rock Hill. He was born, raised, and currently resides in Rock Hill with his wife Sherry and has two adult sons, Bo and Teddy. In his free time, you can find him fishing or participating in shotgun sports. He is a fan of the Carolina Panthers, South Carolina Gamecocks, AND Clemson Tigers.
Sarah Sweeley
Wealth Advisor & Financial Strategist
As a dedicated Wealth Advisor and Financial Strategist at CORE, Sarah excels in delivering tailored investment solutions and advanced tax planning strategies. Specializing in retirement planning and wealth accumulation, she focuses on helping clients achieve their financial goals while minimizing their tax liabilities.
Sarah employs advanced techniques such as tax bracket management, Roth conversions, and tax loss harvesting to further enhance clients’ financial efficiency. By staying up to date on the ever-changing tax laws, she is able to answer client questions about the personal implications of these laws while also pointing out strategies that may provide lifetime savings.
As a fiduciary, clients can be assured that every financial strategy and recommendation by Sarah is made with their best interests as the top priority. This commitment to integrity and personalized service drives her approach to crafting individualized solutions rather than adopting a one-size-fits-all method.
An alumna of the University of North Carolina, Sarah is dedicated to continuous learning and professional development. She maintains both the Series 7 and 66 licenses which allow her to provide securities related advice to her clients. She is always studying and is currently working on becoming an Enrolled Agent which will allow her to represent clients before the IRS.
Born and raised in the Carolinas, Sarah currently resides in Rock Hill with her husband Lance and their three kids. She is an active member of Harvest Baptist Church, and enjoys spending time outdoors with her family. In her spare time, she can usually be found learning a new hobby or rediscovering an old one.