Meet our Financial Planners!
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Joseph S. Silva Financial Planner Blue Ridge Financial Planning [email protected] 803-443-0008 Ext. 101 |
Meet Joe, a dedicated professional in the financial services realm since 2007. He proudly continues the legacy of his father and grandfather, who together amassed over half a century of experience in the industry. Joe's journey also encompasses impactful contributions to Research and Development within this field. His mission centers around catering to his clients' needs, collaboratively navigating their financial hurdles.
What sets Joe apart is a fusion of 12 years in the United States Marine Corps and a comprehensive education in insurance and financial services from Campbell University. This amalgamation empowers him to infuse his client interactions with the principles of structure, discipline, and unwavering perseverance.
Nestled in Indian Land, South Carolina, Joe shares his life with his cherished wife Elizabeth, and together they nurture their three sons and a daughter. Joe actively engages with the vibrant Lancaster County community, cementing his place as a dynamic and valued member.
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Monique lives in Fort Mill, SC, with her husband, Sean, and their two wonderful children, Jack and Shea. She holds a degree in Business Management from the University of Wisconsin-Whitewater. Monique has been dedicated to the field of financial services since 2010, initially starting on the corporate side before transitioning into her current role as a caring and experienced Financial Planner. Monique is an avid dog lover, and in her spare time, enjoys long distance running, camping, and traveling with her family. Monique is not just a Financial Planner; she's your partner in securing your financial future while enjoying the present. Say hello to personalized financial guidance and a warm, approachable friend in your corner.
Meet Our Strategic Investment Team
TAG Advisor Network
We are a proud member of the TAG Network, a community of thriving independent financial professionals across the country, collectively managing over $12 billion. Being a member of the TAG Network helps assure we stay abreast of industry trends and provides support and backup to make sure we can deliver the best possible service to our clients. Our ability to collaborate with other like-minded firms in the network enables us to advance our skills and tap into the collective experience of other financial firms. Working with us gets you more than the great people in our office. There is a whole network of people taking care of you, too.
We are a proud member of the TAG Network, a community of thriving independent financial professionals across the country, collectively managing over $12 billion. Being a member of the TAG Network helps assure we stay abreast of industry trends and provides support and backup to make sure we can deliver the best possible service to our clients. Our ability to collaborate with other like-minded firms in the network enables us to advance our skills and tap into the collective experience of other financial firms. Working with us gets you more than the great people in our office. There is a whole network of people taking care of you, too.
Jasen Dahm CFA, CPA
Director, TAG Invest |
Mark Kelly, CFA
Co-Portfolio Manager |
Jasen is Managing Director of TAG Invest, our investment management strategic partner.
In this role, Jasen oversees the development and management of investment portfolios for our clients. His prior experience includes running an asset management program, accumulating and managing over $1.1 Billion. He is also author of the Amazon best selling book Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement
The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. Those strategies can be customized to your other investments.
TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.
In this role, Jasen oversees the development and management of investment portfolios for our clients. His prior experience includes running an asset management program, accumulating and managing over $1.1 Billion. He is also author of the Amazon best selling book Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement
The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. Those strategies can be customized to your other investments.
TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Blue Ridge Financial Planning and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Blue Ridge Financial Planning. Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss. www.finra.org www.sipc.org
Blue Ridge Financial Planning does business in the following states:
Securities [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Mutual Funds: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Life Insurance: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Annuities: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Variable Annuities: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Blue Ridge Financial Planning does business in the following states:
Securities [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Mutual Funds: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Life Insurance: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Annuities: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Variable Annuities: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
