Family Owned and Operated
Landrum, SC
Qualifications & Experience
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More than 40 years of experience in the financial services industry
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FINRA Registrations: Series 6, 7, 63, and 65
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Master of Accountancy and Taxation (MAcc)
University of Georgia -
Certified Exit Planner (CExP)
Business Enterprise Institute, Denver, Colorado -
Institute for Entrepreneurial Leadership & Advancement
Babson College, Wellesley, Massachusetts -
Senior Tax Accountant
Arthur Andersen & Co., Atlanta, GA
As a lifelong resident of Landrum, South Carolina, I take pride in serving the community I call home. I enjoy spending time with my two adult daughters, my grandchildren, and my horses.
Outside the office, you'll often find me participating in equestrian sports, playing the piano, swimming, water skiing, or fox hunting.
Community Involvement
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Board Member, Tryon Hounds
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Board Member, Foothills Equestrian Nature Center
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Active volunteer with my horse, Fletcher, at Therapeutic Riding of Tryon (TROT) - for over 10 years
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Member of Green Creek Hounds, Tryon Hounds, and Foothills Riding Club
Gena McCall Meredith
Owner / Principal Advisor
gena@blueridgewealthmgmt.com
Qualifications & Experience
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12 years of experience in the financial services industry
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Bachelors in Business Finance
Limestone University -
Masters Courses in Data Science & Analytics
Clemson University -
Capital Markets Analyst
Johnson Group Company (Spartanburg, SC)
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Sarah L Lawter
Business Manager / Analyst
As an analyst by trade, I have a passion for analyzing financial markets and staying ahead of industry trends. By combining our time-tested investment approach with innovative tools and evolving strategies, I enjoy helping our clients benefit from informed, forward-thinking financial guidance.
Community Involvement
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Club Advisor, Aktion Club Polk County
Kiwanis-sponsored service organization for adults with disabilities.
Through Aktion Club, I help create opportunities for our members to develop leadership skills, build meaningful friendships, and make a positive impact in our community through hands-on service projects.
sarah@blueridgewealthmgmt.com
Derek Lawter
derek@blueridgewealthmgmt.com
Derek has been the operations assistant at Blue Ridge Wealth Management for three years.Â
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He is a former USAF veteran and aircraft rescue firefighter.
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Derek was also a volunteer firefighter with GreenCreek Fire Rescue, NC for five years.
Operations
Sandy Baker
Reception / Events
sandy@blueridgewealthmgmt.com
Sandy is originally from Camben, NY where she owned and operated a daycare.Â
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She is also a local pet sitter and has a sweet golden retriever named "Mila."
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