For over three decades our purpose has remained the same – to create better financial outcomes for our clients. That’s why we begin by building a lifelong partnership with you founded upon uncompromising ethics, accountability, and credibility while collaborating seamlessly with any current advisors on your best interest. So for today and decades beyond, your business, your family, and your wealth are not only in good hands, they’re in caring ones as well. After all, your wealth wasn’t built overnight. With the challenges in today’s ever-changing world, you need help to safeguard it for generations to come. That’s where we come in as your comprehensive financial team. By providing holistic planning tailored to offer you perspective, clarity and solutions, we work to provide a lifelong relationship with you. So hopefully as your legacy grows, so does our partnership and your nest egg. We are AFG and we’re excited to be by your side to help in anyway we can.
Meet The Team
Clark “Corky” Ullom
“Corky” has over 40 years of experience in the Financial Services industry and has been inducted into the Metlife Hall of Fame in 2013 — the highest level of professional accomplishment offered by Metlife. He earned his degree in Business Administration from the University of Kansas and is now a resident of Charleston along with his four children and four grandchildren. In his spare time, Corky enjoys big game hunting, fishing, and collecting and restoring classic cars. He is currently a member of Grand Slam Club, Colt Collections Associates, and Lowcountry Muscle Cars.
Investment Adviser Representative, Financial Planner
Jess serves as the financial planner for Affluence Financial Group and has been in the financial services industry since 2003. Jess is a 4th generation Charlestonian and earned his Bachelor of Science in Finance from Clemson University. He is an avid supporter of the Clemson Athletic club IPTAY and follows his Clemson teams across the country in support of the student athletes. Locally, he is actively involved in the James Island Yacht Club, Charleston Chamber of Commerce, Clemson Alumni Club, and has served as the President of the Palmetto Society of Charleston. When Jess is not working with his clients to solve their financial goals, he enjoys spending time outdoors on the water, fishing, hunting and horseback riding with his sons Jesse and Gray. He and his wife Lea love to travel and spend as much time as possible with their families.
Investment Adviser Representative
Alex began his career with Affluence Financial in 2013, and as a result of his education background excels at adding clarity and simplicity to often complicated financial situations. Alex is firmly committed to personal, long-term client relationships, and working with Charleston area business owners and their executives enables Alex to play a role in the success of a city and its residents he holds dear to his heart as a Mount Pleasant native. Alex is happily married to his wife Liz, and has 2 sons, William and Henry. When not in the office Alex enjoys fishing the waters of the Lowcountry with his black lab, Gal, and spending time with his family.
Investment Specialist, CFP
Jeff focuses on building wealth in a way that is comfortable for the client. This is accomplished by communicating openly and effectively to produce tailor-made investment strategies that incorporate our client’s investments and lifestyle. Jeff’s goal as your financial advisor is to be the key strategist who sets the team of financial professionals in motion so clients may achieve their long term goals. Jeff currently splits his time between New Jersey and South Carolina. He loves golf, tennis and a good mystery novel.
Client Services Manager
As Client Services Manager, Katie works closely with our clients facilitating account maintenance, taking care of any client updates or changes, and maintaining their customized personal financial view websites through the eMoney platform. She also coordinates client events and marketing initiatives for the team. Originally from North Carolina and a graduate of College of Charleston, she now lives on James Island with her husband, Matt, and children Sarah and Fletcher. Katie loves the beach and exploring the Charleston food scene in her free time.
New Business Coordinator
Erin is our team’s Business Coordinator and your resource throughout the underwriting process from start to finish, helping complete the application process for both life insurance and investment related accounts. Originally from St. James, NY, Erin moved to South Carolina where she earned her undergraduate degree in Communication from Coastal Carolina University in 2010. After working in New York City, she relocated back to Charleston on Johns Island, where she and her husband reside with their two dogs. She enjoys living by the beach, cooking, and exploring beautiful downtown Charleston.