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Meet the Team

It is our passion to help our clients navigate the financial, emotional and lifestyle considerations that come with planning for retirement.  When you work with us, you can be assured we work with our client's best interests in mind.  

Thomas McGregor

Senior Vice President

(864) 546-5703

(864) 396-2133

Thomas McGregor is a Senior Vice President with Equitable Advisors and currently oversees our team of advisors in South Carolina.Thomas began his career with Equitable Advisors in March of 2010 after briefly working in the banking...

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Mitchell Panning

Practice Manager

(864) 546-5239

(864) 640-8200

Mitchell has been with Equitable since 2019.  As the practice manager, he is involved in all areas of the business and works to keep things running smoothly.  Mitchell was born and raised in Greenville and does not see...

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Kristen Mixson

Client Relationship Specialist



Background: I’ve been with Equitable for 3 months. Prior to joining Equitable, I spent five years working in tech sales for a large enterprise software company. Favorite Book: Little Women or The Nightingale (it's a tie). I love...

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Ready to Assess Your Retirement?

The first step in our process is a 15 minute phone call.  We assess your retirement goals and if they align with our expertise.  Let's start the converstion!