Financial Planning Team

Our team

With over 60 years combined experience in planning, investment advise and support, we focus on how planning allows you to not worry about the financial aspect of your life, which allows you to focus on living your life. We work as a team to make sure you will always have support when you need it.

Financial Planning

Angie Wallace EA

Financial Advisor

(803) 283-9988

(803) 286-8928

angie@hessfinancialplanning.com

Angie joined the firm in 2021. She has been helping the community with their financial needs since 1999. She started her career at Founders Federal Credit Union where she helped the members for 19 years in the lending and card services...

Colby Wallace

Financial Advisor

(803) 283-9988

colby@hessfinancialplanning.com

Colby joined the firm in August of 2024. He then earned his Securities Licenses, Series 7 and 66, which made him a licensed Financial Advisor. He also earned his Insurance License in 2025. These licenses will allow him to help his...

Drake Hess

Financial Advisor

(803) 283-9988

(803) 286-8928

drake@hessfinancialplanning.com

Drake joined the firm in October, 2022. As an Registered Representative, Drake’s main responsibilities are to grow and support the financial and tax practice by working directly with clients.

James "Trey" Mullis

Investment Assistant

(803) 283-9988

(803) 286-8928

trey@hessfinancialplanning.com

Trey joined the firm in September, 2022. As a licensed Financial Advisor, Trey works with clients to help them plan for their future. He also supports our staff as we focus on the team approach to serving the planning needs of our clients.

Jodi Williams

Financial Services Assistant

(803) 283-9988

(803) 286-8928

jodi@hessfinancialplanning.com

Jodi joined the firm in 1997 as a bookkeeper. Currently she is the assistant to the Financial Advisors. She is also the Office Manager. She has been the Board Secretary for the South Carolina Tax Council since 1999. She earned her...

John W Hess CFF, EA, ATA

Financial Advisor

john@hessfinancialplanning.com

John Hess has been involved with Client Service and Practice Management since 1987. He joined the Firm in 1999. In 2014, he became the sole owner of the Firm. He focuses primarily on financial planning, helping clients plan for and...