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Caring for Others
Is in the Fabric of Who We Are

Sanders Wealth Management Is
Committed to Your Lasting Financial Well-Being

With a combined 30 years in the industry, Sanders Wealth Management has a depth of experience to develop strategies unique to your needs. Every member of our team enjoys greeting our clients with a smile, an ear ready to listen to your story and a desire to write the next chapter together.

We Would Love to Hear From You

Schedule Your Complimentary Consultation

Come Visit Us in Our Office

conference room waiting area the snack area Nathan in his office Suzanne in her office Terrena in her office

Get to Know The Team

Nathan S Sanders, CFP® Photo
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Nathan S Sanders, CFP®

President
Nathan Sanders headshot

Nathan S Sanders, CFP®

President

Office:

(864) 227-1024


Email:

nathan.sanders@sanderswm.com

With over 2 decades in the financial industry, Nathan’s extensive experience enables him to offer quality guidance to individuals and families from the local South Carolina community. By getting to know their unique wishes and values, Nathan works closely with his clients to create a financial plan completely personalized to their life. Relationships, integrity and a community mindset are at the heart of Nathan’s approach.

Nathan believes in putting people first — and planning for today and tomorrow together. Every client has a personal vision, and he enjoys finding the right solutions that reflect their needs and family-driven values. Nathan sees it as a great honor to walk alongside each client as they pursue and surpass their goals.

When he isn’t welcoming clients into his office, Nathan can be found unwinding in the comfort of his home, making the most of every opportunity to spend time with his family, friends and dog. Nathan finds great joy attending his local church with his family. Nathan also loves driving cars and riding motorcycles.

Designations, Registrations & Licenses

  • Series 7,  Series 63, Series 65, SIE
  • AL,  AZ,  CO, FL, GA, HI, IN, KS, KY,  MA, MD, MI, MO, MS, NC, NJ, NV,  NY, OH, OK, PA, SC, TN, TX, UT, VA, WA State Insurance Licenses
  • AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KS, KY, MA, MD,  MN, MO, MS, MT, NC, ND, NV, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA,  WV  State Securities Registrations
  • CERTIFIED FINANCIAL PLANNER™
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Suzanne Ellis

Executive Operations Director
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Suzanne Ellis

Executive operations director

Office:

(864) 227-1024

Email:

suzanne.ellis@sanderswm.com

Suzanne is instrumental in supporting the firm and its loyal clients by attending to their every question and concern. She believes that relationships are at the core of the Sanders Wealth approach — that caring for others is truly what their work is all about.

With over a decade of financial industry experience, Suzanne is a valuable resource who manages the office with diligence and always a personal touch. Suzanne received her Bachelor of Science in Women’s Ministries from Lighthouse Bible College and has an Associate of Business degree from Piedmont Technical College.

Outside of work, Suzanne spends time with her close-knit family: her husband, Jim, their three children, Jessica (CC), Andrew (Emily) and Ethan (Kayla), and their four grandchildren, Clayton, Cooper, Colter and Amelia. Suzanne also enjoys baking, sports and hunting. Once a month, Suzanne and Jim organize a game night for the Children’s Ministry at their local church, Lighthouse Baptist Church in Abbeville, SC. 

Designations, Registrations & Licenses

  • Series 7, Series 66, SIE
  • SC State Insurance License
  • SC State Securities Registration
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Mason Carver

Financial Advisor
Mason Carver headshot

Mason Carver

Financial advisor

Office:

(864) 625-1680

Email:

mason.carver@sanderswm.com

Financial Advisor Mason Carver joined Sanders Wealth Management with prior experience in client relationship management and customer service. He takes pleasure in helping each client find their individualized way to reach their unique financial goals. Mason is committed to maintaining a high level of satisfaction for clients by providing excellent client service. He is a graduate of Anderson University in Anderson, South Carolina with a bachelor's degree in both finance and accounting.

While attending Anderson University, Mason was a member of the AU Trojans men's basketball team. An avid sports fan, Mason enjoys playing golf and basketball, watching football or movies and being on the water. 

Understanding the importance of family, Mason takes each opportunity to spend quality time with his wife Madison, his parents and his twin sister. Mason is originally from Ohio and is a big Ohio State and Cleveland sports fan. He and his wife are members of Upstate Church.

Designations, Registrations & Licenses

  • Series 7, Series 66, SIE
  • SC State Insurance License
  • AZ, CA, CO, FL, GA, HI, IL, IN,  KY, MA, MD, MN, MO,  NC, ND  NY, OK, PA, SC, TN, TX, VA, WA, State Securities Registration
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Zach Kirkwood

Financial Advisor
Nathan Sanders headshot

Zach Kirkwood

Financial advisor

Office:

(864) 625-1680

Email:

zach.kirkwood@sanderswm.com

Financial Advisor Zach Kirkwood has been with Sanders Wealth Management since 2023. Zach grew up in Greenville and attended Anderson University studying Finance and Economics.

He is passionate about working alongside clients to help them reach their goals. He works to help break down complex financial problems into simple steps, allowing clients to make well informed decisions. In meetings with Zach, you will forge genuine relationships, speak candidly, and give life to dreams and expectations. 

Zach, his wife Kaley, and their two little girls are involved at their church Radius Greenville where they volunteer with the student ministry. Zach is a big sports fan, enjoys golf, travel, and getting outdoors with his family.

 Designations, Registrations & Licenses

  • Series 7, Series 66, SIE
  • SC State Insurance License
  • AL, AR, AZ CO, FL, GA, IN, KS, MD, MN, MT, NC, ND, OH, PA, SC, TN, TX, VA, WA, WV State Securities Registration
Trey Purdon Photo
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Trey Purdon

Financial Advisor
Trey Purdon headshot

Trey Purdon

Financial Advisor

Phone:

(864) 227-1024

Email:

trey.purdon@sanderswm.com

Trey is a Financial Advisor who is passionate about helping individuals and families make confident decisions about their financial future. A graduate of Ohio State University, Trey brings experience in business ownership, insurance, client relationships, and financial planning to help clients pursue their goals and protect what matters most.

Through Trey believes that effective financial planning begins with understanding each person's goals, values, and priorities. By building genuine relationships with his clients, he works to create personalized strategies designed around their unique needs and circumstances. Integrity, service and putting people first are at the foundation of Trey's approach. Trey considers it a privilege to walk alongside clients as they plan for today, prepare for tomorrow, and pursue the goals that matter most to them.

Outside of the office, Trey's greatest joy comes from his family and his faith. He enjoys spending time with his wife, Katie, and their son, Kade, cherishing the opportunity to be present for life's most meaningful moments. Trey is also actively involved in his local church, where he serves through teaching, worship, and investing in the lives of young people.  In his free time, Trey enjoys being outdoors, playing basketball, traveling, and spending time with those closest to him. 

Designations, Registrations & Licenses

  • Series 7, Series 66, SIE
  • CO, FL, IN, KS, MD, MN, ND, OH, PA, SC, TX, VA, WV, WI State Insurance License
  •  AL, AR, CO, FL, GA, IN, KS, KY, MD, MN, MO,  NC, ND, NY, OH, PA, SC, TN, TX, UT, VA, WV, WI State Securities Registration
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Terrena Ginn

Relationship Manager
Terrena Ginn headshot

Terrena Ginn

relationship manager

Office:

(864) 227-1024

Email:

terrena.ginn@sanderswm.com

Terrena is invaluable to the Sanders Wealth Management team and their clients. By ensuring that all individuals and families are equipped with the necessary tools and resources, Terrena enjoys assisting SWM advisors in helping all clients find the path towards lasting financial well-being. 

With 20 years of office management experience, Terrena takes care of SWM’s many moving pieces by assisting clients to create accounts and complete necessary documents. Her efficiency in document preparation is key to ensuring SWM advisors  help clients pursue their financial goals.

When she isn’t working closely with clients or supporting the SWM advisors, you can find Terrena at Lighthouse Baptist Church in Abbeville, SC. Terrena and her husband Brian also love to spend time outdoors with their son, Scout.

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Yessi Hilley

Relationship Manager
Yessi Hilley headshot

Yessi Hilley

Relationship Manager

Office:

(864) 227-1024

Email:

yessi.hilley@sanderswm.com

Our newest Relationship Manager is Yessenia Hilley, who goes by Yessi for short. You may hear Yessi's happy voice as she greets clients into our office, helps with questions they may have, works closely with the all clients and is a vital part of the SWM team's success.  

Yessi believes that every client should feel they are part of the Sanders Wealth Management family. She genuinely enjoys working with every client and learning about clients as they share their life stories.

Yessi speaks fluent Spanish and English. She was born and raised in Huacho, Peru. She moved to the United States when she was nine years old and became a US Citizen. She enjoys spending time with her husband Jason and their daughter Abbey and are expecting a baby girl in October. Yessi likes to read books and travel to new places. She and her family attend Lighthouse Baptist Church. She delights in cooking Peruvian food for her family and learning how to cook new foods from different places.


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McKayla Rogers

Client Service Specialist
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McKayla Rogers

Client Service Specialist

Office:

(864) 227-1024

Email:

mckayla.rogers@sanderswm.com

Our Client Service Specialist is McKayla Rogers. McKayla cheerfully greets clients on the phone and welcomes the many friendly faces she sees when clients come into the Greenwood office. McKayla helps our team prepare for client meetings, schedules appointments and works to make each client's experience at Sanders Wealth Management the best experience possible.

McKayla believes in delivering exceptional service and dedication to all Sanders Wealth Management clients. She plays an important role in organizing, managing and helping keep the daily operations of the office running.

McKayla has a deep appreciation for the arts and loves collecting local handmade pottery. Passionate about lifelong learning, she has a heart for helping others feel supported and cared for. McKayla is committed to building meaningful and intentional life, both personally and professionally. She enjoys exploring new places and seeking out unique experiences with family and friends.


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Hannah Carter

Client Service Specialist
Nathan Sanders headshot

Hannah Carter

Client Service Specialist

Office:

(864) 625-1680

Email:

hannah.carter@sanderswm.com

Client Service Specialist Hannah Carter is responsible for providing administrative support to our advisors and staff. She helps with various services and is grateful to be part of an organization that puts the client's needs first.

Hannah's efficient handling of information ensures that all daily operations flow smoothly at Sanders Wealth Management. She provides exceptional service as she works happily with our clients and other team members.

Outside of work, she enjoys spending time outdoors, especially at the lake where she loves boating and fishing. Hannah loves being outside, whether it's a quiet morning on the water or a long hike in the fresh air. Personal relationships are very important to her. She values time with her husband Zach and extended family. Hannah also has a passion for travel, whether it's a long weekend getaway or exploring new destinations far from home.