Team
Rick Mantei
Branch Manager / Registered Principal
Originally hailing from the great northern state of Michigan, Rick Mantei serves as branch manager and seasoned broker at Cola Wealth Advisors. Rick earned his degree in civil engineering from the United States Air Force Academy in 1976...
Col. John "Bones" Marshall
Registered Principal
Col. John “Bones” Marshall was born and raised in Southern Maryland and has resided in South Carolina for the last 44 years. He attended Virginia Tech where he earned a Bachelor of Science in industrial engineering and...
Cindy Chiellini
Registered Representative
Cindy Chiellini was born in Topeka, Kansas and has lived in Gilbert, South Carolina for the last twenty years. She has been in the financial services industry since 1978 and been employed with Cola Wealth Advisors for the past four...
Katherine G. Nishnic
Registered Representative
Katherine G. Nishnic was born in Perry, Georgia and graduated from Troy State University with a Business Applied Sciences degree in resource management. Prior to university, Katherine worked extensively with the US Air Force, allowing...
Lisa Mantei
Registered Representative
Lisa Mantei was born in Columbia, South Carolina and attended the Honors College at the University of South Carolina where she earned a Bachelor of Science in business administration with a concentration in finance. She began her...
Atul Makharia
Registered Representative
Atul Makharia attended the University of South Carolina where he received his MBA in finance. In addition to his MBA, Atul also holds a Bachelor of Science in chemical engineering. He has worked in the financial services industry for...
Matt Hawkins
Registered Representative
A native of Columbia, South Carolina, Matt Hawkins graduated from the University of South Carolina in 2000 with a Bachelor of Science in finance. He is Series 7, 63 and life insurance licensed. Following in the footsteps of his...
John “Buster” Wilcox
Registered Principal / Investment Advisor Representative
John “Buster” Wilcox was born in Olathe, Kansas to Montana natives Bill and Wilma Wilcox. He pursued his dream of flying by attending the United States Air Force Academy where he earned a Bachelor of Science in history....
Hunter Walters-McCarthy
Registered Representative / Investment Advisor Representative
Hunter Walters-McCarthy was born in Fort Walton Beach, Florida. In 2009 Hunter moved to Columbia to attend the University of South Carolina where he received a Bachelor of Science in finance with a minor in economics. He has worked for...
Greer Thomas
Registered Representative
Greer Thomas was born in Warner Robins, Georgia and moved to South Carolina in 2012 to attend the University of South Carolina, where he graduated with a Bachelor of Arts in economics with a minor in political science. Prior to his...
Danny Klemm
Registered Representative / Investment Advisor Representative
Daniel Klemm was born and raised in Leesburg, Virginia. He moved to South Carolina in 2011 to attend the University of South Carolina where he obtained a Bachelor of Science in business administration with a concentration in finance,...
Jason Jeanquart
Registered Representative / Investment Advisor Representative
Jason Jeanquart was born in Wisconsin and has resided in South Carolina since 2015. He attended Lakeland University in Wisconsin where he earned a Bachelor of Science degree in finance and business management. Jason began working in...
Connor Thomas
Registered Principal / Investment Advisor Representative
Connor Thomas was born and raised in Warner Robins, GA. He attended Georgia College and State University where he graduated with a Bachelor of Arts and Sciences in international relations. Connor began his career in Financial Services...