About Us

Jeff S. Allen, CFP^®, CTFA, ATFA

Founder, Managing Partner

Jeff works closely with clients to help them live more and worry less about their finances. With more than 17 years of experience advising wealth management clients, Jeff has developed a distinct and specific skillset in trust and estate planning strategies for high-net-worth and ultra-high-net-worth individuals and families. He served as Vice President and Trust Officer with the Bank of America Private Bank for 7 years, followed by a successful 17 year career as Senior Vice President and Financial Advisor at UBS. 

Jeff graduated magna cum laude from Campbell University in 2000 with a Bachelor of Business Administration in Trust Management and a minor in Financial Planning. Campbell University offers the nation’s only undergraduate and graduate degree programs in Trust and Wealth Management. Jeff is a CERTIFIED FINANCIAL PLANNER^® professional, maintains the Certified Trust and Financial Advisor (CTFA) professional designation and he also holds a Series 7 registration through LPL Financial.

Jeff lives in Greenville, SC with his wife and two children. Away from the office, you might find him running, cycling or exploring the outdoors of Upstate SC. Jeff is a member and former board member for the Greenville Estate Planning Council. He is a member at Grace Church and an active supporter of organizations such as 3Gen Ministries, 721 Ministries, and the United Way of Greenville County.

CFP Board owns the marks CFP^®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Steve N. Armaly

Founder, Managing Partner

With over 20 years of experience serving clients, Steve oversees all new relationships and financial planning for the team. Fueled by a passion for both analytics and helping people, his prior roles include Senior Vice President and Wealth Advisor at UBS, management consultant at PricewaterhouseCoopers, and financial analyst with Fluor Corporation.

Steve graduated from The Citadel in Charleston, SC with a B.S. in Accounting and Business, and has completed more than 150 hours of advanced training in investments, liabilities, insurance, executive compensation, protection strategies, qualified retirement plan and individual retirement account distributions, business succession planning, gifting to children and descendants, charitable gifting, and distribution of wealth at death. He holds Series 7 AND 66 registrations through LPL Financial, as well as life, health, and long-term care insurance licenses.

A resident of Greenville, SC, Steve is an avid outdoorsman who loves all the accessible nature in his home state. He’s also a youth football and basketball coach, board member for local schools, and attends Saint Mary’s Catholic Church. Steve and his wife, Kristen, have four children: Thomas, Elizabeth, Lauren, and Matthew.

Brian A. Blackburn, CFP^®

Founder, Managing Partner

For almost 24 years, Brian has helped clients with every aspect of their financial lives, ensuring their investment and retirement plans work seamlessly with their insurance, estate planning strategies, and tax needs. This work was shaped by prior roles at UBS and Wachovia Bank.

Brian graduated from Clemson University in 1994 magna cum laude with a B.S. in Financial Management and a Minor in Accounting. He is a Certified Financial Planner (CFP®) and has completed more than 150 hours of advanced training. He also holds Series 7 and 63 registrations through LPL Financial, as well as life, health, and long-term care insurance licenses.

Brian and his wife, Lynn, live in Simpsonville with their three children: Emma, James, and Drew. Emma was born with Rubinstein-Taybi Syndrome and has global developmental disabilities, so Brian is a faithful advocate for people with disabilities and the families who support them. He is active at Fellowship Greenville church, supports his boys on the baseball field, enjoys CrossFit, hikes to local waterfalls, and cheers for Clemson football.

CFP Board owns the marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the U.S.

Michael S. Lee, CEPA^®

Founder, Managing Partner

Mike has more than 24 years of experience in financial services, focusing on high-net-worth and ultra-high-net-worth individuals, families, and private foundations. He applies sophisticated wealth management techniques to financial planning, trust and estate planning, philanthropic services, concentrated stock management, and tax mitigation strategies. Prior employers include UBS, JPMorgan Chase, and Comerica Bank.

Mike is also nationally recognized for his knowledge and perspective on investments, being quoted in The Wall Street Journal, The Palm Beach Post, The Sun Sentinel, Palm Beach Illustrated Magazine, and The Greenville Business Magazine. He has also shared investment insights on a number of radio and TV shows, including an 11-year stint co-hosting “Wealth and Wisdom,” a TV show on PBS (WXEL South Florida) focused on educating the community.

Graduating cum laude from Palm Beach Atlantic University with a B.S. in Business Administration and a concentration in Finance, Mike is also a graduate of the Florida Bankers Association's 3-year Florida Trust School.  He is a Certified Exit Planning Advisor (CEPA^®) and holds Series 7, 9, 24, and 66 registrations through LPL Financial.

Mike moved to Greenville, SC in 2009 with his wife, Stacey, and daughter, Brooke. He’s a former Trustee of Palm Beach Atlantic University, a Director of the Albert E. and Birdie W. Einstein Fund, former Trustee for the Governor’s School of the Arts Foundation Board, former board member for Impact Sports International, and a graduate of Leadership Greenville Class 38.

Marley S. Landrum, AAMS®, CRPC^®

Wealth Strategy Associate

Understanding that life doesn’t always go according to plan, Marley’s mission is to provide clients with the confidence they need to weather all kinds of markets. In prior roles at UBS and Raymond James, she created financial plans for clients and prospects while simultaneously growing her own book of business.

Graduating cum laude from Clemson University in 2019 with a B.S. in Psychology and a Minor in Business Administration.  She already holds multiple specialized designations through The College for Financial Planning, including the Accredited Asset Management Specialist (AAMS^®) and Chartered Retirement Planning Counselor (CRPC^®). Marley holds her Series 7 and 66 security licenses, as well as life and health insurance, through LPL Financial.

After graduating college, Marley moved to Greenville, SC where she currently attends Resurrection Presbyterian Church. Over the past few years, Marley has dedicated many service and fundraising hours to Tri-County Young Life, The American Diabetes Association, St. Jude’s Children’s Hospital, and The Juvenile Diabetes Research Foundation (JDRF). In her free time she enjoys getting outdoors, running, cycling, spending time with her friends and family, and cheering on the Clemson Tigers.

CRPC conferred by College for Financial Planning.

Brandon T. Mills

Wealth Strategy Associate

As a Wealth Strategy Associate at Ox Road Capital, Brandon works directly with clients to deliver comprehensive financial planning and advice. He finds the greatest fulfillment in making a positive impact on a different family’s life every day.

Prior to joining Ox Road Capital, Brandon held various roles at UBS and Ameriprise Financial. He holds Series 7 and 66 securities licenses, as well as life and health insurance licenses, through LPL Financial.

Originally from South Africa, Brandon brings a unique perspective to his work and the relationships he builds. He is a graduate of Presbyterian College, where he earned a degree in Business Management, while playing on the varsity tennis team. Outside of work, he enjoys spending time with his wife, Brooke, and their two Golden Retrievers, Rafa and Molly. Brandon leads an active lifestyle and can often be found running on the Swamp Rabbit Trail or cycling in the Blue Ridge Mountains. He and his wife are active members of NewSpring Church and live in Travelers Rest.

Nick Ray

Wealth Strategy Associate

With nearly 8 years of experience in stock investing, and has experience in option trading. He started in 2008 as a member of the Trading Operations Group at State Street Bank & Trust in Boston before honing his skills further at Morgan Stanley and UBS. Throughout his career, Nick has worked with institutional clients and their portfolio managers to execute investment strategies using currency and equity options. But it’s not all about stocks—he also has experience in real estate development and sales.

A devoted family man, Nick lives in Simpsonville with his wife, Haley, and their five kids: Caroline, Maxine, Samuel, John, and Charles. They attend First Baptist Church- Harrison Bridge campus.

Kyle A. Goff

Client Service Associate

With a passion for helping others work toward their financial goals, Kyle welcomes new clients and supports their planning journey. Before entering the finance world, he spent more than six years as the senior lead for Chick-fil-A franchises where he was responsible for setting (and hitting!) financial goals, influencing financial stewardship, and streamlining operations.

Kyle graduated from Clemson University in 2015, earning his B.S. in Business Administration with a concentration in Management and Entrepreneurship. While attending Clemson he was a part of various committees, including the Fellowship of Christian Athletes Finance Team and the Clemson University Student Alumni Council.

Kyle and his wife Rachel live in Greenville with their son, Gabriel. In addition to supporting local ministries, they’re actively involved with Greenville Lead Collective’s Eleos student mentorship program and serving their local church. When he’s not busy helping others, Kyle enjoys fitness, skiing, and the great outdoors.

Wendy Levi

Client Service Associate

With nearly 20 years of financial industry experience at UBS and Raymond James, and another 12 years in hospitality, Wendy has learned that no two clients are alike. With attentive service and a touch of Southern hospitality, she takes the time to understand each person’s needs and goals. Wendy also believes proactive communication is essential to creating a positive experience, something clients and team members both appreciate.

Wendy graduated from the University of South Carolina- Upstate with a bachelor’s degree in Education and Social Studies.

A native of the Greenville area, she enjoys cooking, reading, traveling, and showing visitors around her hometown. She attends Mt. Pisgah Baptist Church of Easley, SC with her husband, Jonathan, and their daughter, Lynnley. You may also find them at Generations Group Home of Fountain Inn where they volunteer their time and resources.

Clark Rettberg

Client Service Associate

Before entering the world of wealth management, Clark spent two years performing audit services for construction contractors and manufacturing clients at Moore Colson CPA’s and Advisors in Atlanta, GA. 

Clark earned his B.S. in Business Administration with concentrations in Accounting and Management from Presbyterian College in 2019. While in school he served as the accounting club president and dedicated time to other on-campus groups. As a native of the Greenville area, Clark attends First Presbyterian Church and spends his free time cycling, golfing, and hanging out with family and friends.

Jack Shubert

Client Service Associate

Drawing on his experience in client services at UBS and as a wealth management intern at Beacon Pointe Advisors, Jack prides himself on delivering a high level of client service.

Before graduating from The Citadel in 2022 with a bachelor’s degree in Finance, Jack served as the Vice President of Training and sector head for Financial Services and Real Estate, managing the Student Managed Investment Fund. He was also involved in Baptist Campus ministries (The Citadel mentorship program) and took on various leadership roles as a Company Commander and Executive Officer.

As an active member of The Citadel Alumni Association, he continues to serve his alma mater. Jack and his wife, Lora, attend Newspring Church in Greenville, SC. Jack enjoys fishing, working out, and spending time with loved ones—including his dog, Ozzy.

Sarah Kwon

Client Service Associate

Sarah brings a unique blend of analytical expertise and client-centered service to her role in wealth management. Before entering the financial services industry, she worked as a real estate paralegal, supporting complex transactions in a fast-paced environment. This experience strengthened her ability to interpret detailed documentation and manage multi-step processes, all while communicating clearly with clients at every stage. These skills now translate seamlessly into her work here at Ox Road.

She previously served as a Capernaum Young Life leader during her time at Clemson University, investing in students with disabilities through mentorship and connection. Today, Sarah and her soon-to-be husband attend Grace Church’s downtown campus. In their free time, you ‘ll find them on the Swamp Rabbit trail, trying a new restaurant, or spending time with their loved ones.

Brooks Wienke

Client Service Associate

Brooks’ background in endurance athletics and entrepreneurship enables him to serve clients and tackle complex problems with a hands-on approach and long-term perspective. Drawing on his experience in professional cycling, Brooks has learned that the greatest gains come from disciplined, methodical attention to detail. Before entering the financial services industry, he raced and traveled internationally with various Developmental Teams and the U.S. National Team.

While pursuing his athletic career, Brooks attended Furman University before transferring to Arizona State University to better align his studies with international travel. He will graduate from ASU in Spring 2026 with a Bachelor’s degree in Technological Entrepreneurship and Management.

A native of Greenville, Brooks graduated from Christ Church Episcopal School in 2021 and is proud to serve the community that first shaped his character and work ethic. His deep roots in Greenville drive his commitment to cultivating meaningful, long-term relationships grounded in trust, consistency, and care.

Outside the office, Brooks enjoys exploring the Blue Ridge Mountains and working on automotive projects. Whether cycling, skiing, running, or backpacking, he values the balance of time outdoors with the pursuit of new environments and challenges.

Brett Weldon

Client Service Associate

With several years of industry experience, Brett appreciates the opportunity to put a face with a name in client relationships. Her motivation to help others achieve balance and clarity in their finances led her to her previous service roles with Morgan Stanley in Atlanta, GA.

While studying Economics at Georgia Southern University, Brett was involved with multiple campus ministries and spent one-year post-graduation interning internationally with Cru.

She and her husband, Drew, now reside in Easley, SC, attend Christ Fellowship Cherrydale, and spend their free time gardening, trying a new recipe, or exploring the mountains.

Sandra Blackburn

Client Service Associate

Sandra brings more than 30 years of administrative and operational experience across accounting, logistics coordination, and executive support roles. Her background includes 14 years in bookkeeping and accounting, positions as a shipping coordinator for both a textile reed manufacturer and a large equipment packaging company, eight years as Executive Secretary to the President of a property management firm, and 11 years as receptionist with one of Greenville’s oldest law firms. She is a graduate of Southern Wesleyan University, earning a Bachelor’s degree in Business Administration in May 2002.

She initially volunteered to help the team when ORC launched independently and soon became a valued member of the organization.

Born in the mid-west she arrived in the South as soon as she could. Both her sons, Brian and Brad, are native to South Carolina and graduates of Clemson University. Outside of work, she enjoys spending time at ballgames with grandchildren in both Greenville and Columbia, gardening, watching true crime mysteries, spending time with her extended family, and playing the flute in the orchestra at Rock Springs Baptist Church in Easley, where she has attended for more than 20 years.