Our Team
Our team has over 150 years of combined experience to provide individuals and businesses with comprehensive advisory services in the area of wealth management. Professional designations held among our team include CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants and Personal Financial Specialists.
Frank M. Rogers, IV, is a founding member of WRFA and serves as Managing Member. Buzz is also a founding partner of WebsterRogers LLP, one of the largest accounting firms in South Carolina. He is a graduate of the University of South Carolina and is a Certified Public Accountant.
John J. Leahey is a Member of WRFA as well as a Partner of WebsterRogers LLP. John is a graduate of St. Francis University, a Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER™.
Debra A. Turner is a Member of WRFA as well as Partner-in-Charge of WebsterRogers LLP's Charleston office. Debra is a graduate of the College of Charleston, a Certified Public Accountant and a Personal Financial Specialist.
Linda P. Russell is the Director. Linda's years of experience in financial services and investment management began with Smith Barney in Savannah, Georgia, and later with Wachovia Bank as an investment advisor. She is a graduate of the University of Kentucky, holds a masters degree from Northern Illinois University and is a CERTIFIED FINANCIAL PLANNER™.
Nathan C. Love began his investment career in Columbia, South Carolina with the National Bank of South Carolina and later with Synovus Trust Company, N.A. as a portfolio manager. He is a graduate of The Citadel, holds a MBA from Winthrop University and is a CERTIFIED FINANCIAL PLANNER™.
Amy Fisher Urquhart is a Financial Planner for WRFA and a Senior Manager for WebsterRogers LLP. Amy is a graduate of the University of South Carolina and holds a Masters in Taxation from USC. She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™.
Dana M. Jones serves as Administrative Assistant. Dana has more than ten years administrative experience and most recently in the investment industry with a local bank. She is a graduate of Florence-Darlington Technical College.