Educational Workshops

Educational Speaking Engagements

Financial Planning & Retirement Education for Community Organizations Across South Carolina & Tennessee

Community-Focused Financial Education

Cola Wealth Advisors proudly provides educational speaking engagements and financial wellness presentations for organizations throughout Aiken, Greenwood, Lexington, and Johnson City.

Our team is passionate about helping individuals, families, retirees, and community groups better understand important financial topics through approachable, educational conversations centered around long-term planning and financial preparedness.

Whether you are hosting a civic club meeting, retirement group event, chamber gathering, church organization, veteran association, or community seminar, Cola Wealth Advisors is available to provide informative presentations tailored to your audience.

Educational Topics May Include

Our speaking engagements are educational in nature and may include discussions surrounding:
  •  Retirement planning considerations
  •  Financial planning fundamentals
  •  Social Security and retirement readiness
  •  Market and economic updates
  •  Income planning strategies in retirement
  •  Investment principles and diversification
  •  Long-term financial wellness
  •  Preparing for major life transitions
  •  Estate and legacy planning considerations
  •  General financial education topics
Presentation topics can be customized based on your organization’s interests and audience demographics.
 

Serving Organizations Across the Region

Cola Wealth Advisors regularly works with organizations and groups throughout:
  • Aiken
  • Greenwood
  • Lexington
  • Johnson City
  • Surrounding South Carolina and Tennessee communities 
 
 
 
We commonly speak with:
  •  Civic organizations 
  •  Community groups 
  •  Retirement communities 
  •  Churches and faith-based organizations 
  •  Chambers of commerce 
  •  Veteran organizations 
  •  Educational nonprofits 
  •  Workplace and employee groups

A Community-Focused Approach to Financial Education

At Cola Wealth Advisors, we believe that meaningful relationships begin with education, trust, and community involvement.
Our goal is to create informative and engaging discussions that help audiences better understand financial concepts and long-term planning considerations in today’s evolving economic landscape.
 

Request A Speaker For Your Next Event

Interested in having a representative from Cola Wealth Advisors speak at your upcoming meeting or community event in Aiken, Greenwood, Lexington, Johnson City, or surrounding areas?
We would be happy to learn more about your organization and discuss educational speaking opportunities.

Start The Conversation

Complete the form below to connect confidentially with our team.

Let's Talk

Name(Required)
Please let us know what's on your mind. Have a question for us? Ask away.

Securities and advisory services offered through Centaurus Financial Member FINRA & SIPC · A Registered Broker/Dealer and Investment Advisor Centaurus Financial, Inc. and Cola Wealth Advisors are not affiliated companies.

Cola Wealth provides tailored financial guidance focused on smart growth, protection, and long-term confidence.

Important Links

Home
The Cola Compass
Our Clients
Insights & Advisory
About Us
Investment Strategies
Careers

Resources

News / Media Appearances
Forms CRS / ADV
Client Login
Broker Check

Newsletter

This field is for validation purposes and should be left unchanged.

2026 © Cola Wealth Advisors | All Rights Reserved | Website Design and Hosting by webFEAT Complete

 

Cola Wealth Advisors Logo

Korean War Veterans

Date:  April 25th 2026

Location: 112 Airport Rd, Camden

Honoring Service. Remembering Sacrifice. Celebrating Courage.

Join us as we proudly honor the brave men and women who served during the Korean War, often remembered as “The Forgotten War,” but never forgotten by those whose lives were shaped by their service and sacrifice.

This special event is dedicated to recognizing the courage, resilience, and commitment of Korean War veterans. Through reflection, remembrance, and celebration, we come together as a community to express our deepest gratitude to those who answered the call of duty in defense of freedom.

The program will include moments of recognition, guest remarks, and opportunities to reflect on the legacy of service these veterans have left for future generations. It is a time to honor their stories, their strength, and the enduring impact of their contributions.

We invite veterans, families, and community members to join us in paying tribute to these heroes — to thank them, to honor them, and to ensure their service is remembered with the respect it deserves.
For more information about the event, please complete the form below. A member of our team will be in touch with additional details.

This field is for validation purposes and should be left unchanged.

PLEASE NOTE:
No registration is required to attend the event. Spectators, families, and supporters are welcome to come out, enjoy the atmosphere, and take part in the day at no cost. Registration is only required for those who plan to fly. If you’re not flying, simply show up and enjoy the event.

SIGN UP FOR EVENT
Cola Wealth Advisors Logo

Summerville Airport with charities

Date:  March 21st 2026

Location:  890 Greyback Rd, Summerville, SC 29483, United States

Join us for an unforgettable day at the Fly for Foundations Event, where community, purpose, and experience come together for a powerful cause. This special event is designed to bring people together in support of meaningful foundations while enjoying an exciting and engaging atmosphere.

 

Guests can look forward to a full day of activities, live entertainment, and opportunities to connect with community leaders and distinguished guests. The event will also feature a formal program with invited state representatives and special dignitaries, highlighting the importance of giving back and supporting impactful initiatives.

Charities Supported:
Magnolia Project
Smile Foster Closet
Frontier Health

For Flight Reservations:
Please call the following number ( (803) 748-7666 ) and ask for Jennifer to reserve your flight or complete the form below and we will get back to you.

PLEASE NOTE:
No registration is required to attend the event. Spectators, families, and supporters are welcome to come out, enjoy the atmosphere, and take part in the day at no cost. Registration is only required for those who plan to fly. If you’re not flying, simply show up and enjoy the event.

SIGN UP FOR EVENT
Cola Wealth Advisors Logo

Client Relationship Manager

Location: Greenwood, SC
Listed 02 November 2025

Cola Wealth Financial’s High-Net-Worth Division seeks a Client Relationship Manager to serve ultra-affluent and family-office clients. The ideal candidate will deliver exceptional service, build relationships, coordinate with advisors and ensure client satisfaction.

Key Responsibilities:

  • Act as the primary point of contact for assigned high-net-worth clients, understanding their financial goals and service expectations.

  • Coordinate with wealth advisors, portfolio managers, tax and estate specialists to ensure cohesive client service.

  • Prepare tailored client reports, investment reviews and regularly schedule strategy meetings.

  • Identify opportunities to deepen client relationships, support onboarding of new clients and assist with business development efforts.

  • Handle client inquiries, troubleshoot issues and ensure high-quality service delivery.

Qualifications & Skills:

  • Degree in Finance, Business, or related field; CFA/CFP or similar certification preferred.

  • 4-6 years of experience in private wealth, client service or relationship management in financial services.

  • Demonstrated ability to work with HNW clients, strong networking and business-development skills.

  • Excellent communication, interpersonal skills and a client-centric mindset.

  • Ability to work autonomously, manage sensitive information and maintain confidentiality.

Salary:
Attractive remuneration package including bonus potential + benefits.

APPLY NOW
Cola Wealth Advisors Logo

Data & Reporting Analyst

Location: Johnson City, TN
Listed 11 November 2025

We are looking for a Data & Reporting Analyst to join our Operations team. This role is responsible for maintaining and enhancing our data infrastructure, ensuring accurate performance reporting, and supporting advisory teams with trusted insights.

Key Responsibilities:

  • Manage data feeds from custodians, advisory systems and internal databases.

  • Perform reconciliation of portfolio data, verify accuracy and troubleshoot anomalies.

  • Create and maintain reports, dashboards and metrics for internal teams and clients.

  • Support system implementation and continuous improvement of reporting infrastructure.

  • Liaise with IT, advisory teams and external vendors to enhance data workflows.

Qualifications & Skills:

  • Degree in Business, Finance, Statistics, Information Systems or related field.

  • 2-4 years’ experience in financial services, data operations or reporting functions.

  • Proficiency in Excel, BI tools (e.g., Power BI, Tableau) and familiarity with investment securities.

  • Strong analytical mindset, ability to learn new software quickly and manage data quality.

  • Excellent verbal and written communication skills.

Salary:
Market-aligned package + hybrid work flexibility + professional development.

APPLY NOW
Cola Wealth Advisors Logo

Senior Financial Analyst

Location: Lexington, SC
Listed 17 November 2025

Cola Wealth Financial seeks a Senior Financial Analyst to support our investment advisory team. This role involves deep financial modelling, performance analysis of client portfolios, and providing insights to inform strategic decisions.

Key Responsibilities:

  • Build and maintain advanced financial models, forecast performance and scenario-analysis.

  • Analyze investment portfolios and present dashboards to senior management and advisors.

  • Monitor key performance indicators (KPIs), detect trends, flag risks and opportunities.

  • Collaborate with advisors and clients to align investment strategy with financial goals.

  • Assist with ad-hoc projects, preparing presentations and supporting business development.

Qualifications & Skills:

  • Bachelor’s degree in Finance, Economics, Accounting or related discipline.

  • 5+ years of experience in financial services, investment analysis or portfolio management.

  • Strong Excel skills, comfort with database/query tools (SQL preferred).

  • Excellent communication and presentation skills; ability to translate complex data into actionable insights.

  • Detail-oriented and able to manage multiple priorities in a fast-paced environment.

Salary:
Competitive, commensurate with experience + benefits.

APPLY NOW

Darrell Mantei

Registered Representative

Darrell Mantei Jr was born and raised in Warner Robins, GA. In 2000, Darrell moved to Columbia to attend the University of South Carolina and enlist in the South Carolina Air National Guard. He has worked for Centaurus since 2009 and is Series 7 and Series 63 licensed.

Whenever Darrell is not at the office, he enjoys spending time with his wife, Caroline, watching USC events, traveling, and reading history. 

Atul Makharia

Registered Representative / Investment Advisor Representative

Atul Makharia attended the University of South Carolina where he received his MBA in finance. In addition to his MBA, Atul also holds a Bachelor of Science in chemical engineering. He has worked in the financial services industry for twenty-four years and is Series 7 and Series 63 certified. When he’s not supporting the Carolina Gamecocks, Atul enjoys traveling with his wife and daughter. Not only is he passionate about finance, he values working with clients to help them achieve their financial objectives. 

Connor Thomas

Branch Manager

Connor Thomas was born and raised in Warner Robins, GA. He attended Georgia College and State University where he graduated with a Bachelor of Arts and Sciences in international relations. Connor began his career in Financial Services with Centaurus Financial in 2018 where he serves as Operations Manager. Connor currently holds Series 7, 66 and 24 licenses, as well as, Life and Health insurance.

 

In his spare time, Connor enjoys traveling, golf, and spending time with family and friends. Connor also enjoys spending time with his wife Carol Ann and their dogs,  Archie and Edith. 

Jason Jeanquart

Registered Representative / Investment Advisor Representative

Jason Jeanquart was born in Wisconsin and has resided in South Carolina since 2015. He attended Lakeland University in Wisconsin where he earned a Bachelor of Science degree in finance and business management. Jason began working in financial services in 2013 and became Operations Manager for Centaurus Financial in 2015. After serving as Operations Manager for 2 years, Jason decided to obtain his Series 7 and Series 63 license.

 

In his spare time, Jason enjoys spending time with his wife Jennifer and attending Gymnastics competitions with his Daughter. Jason says his favorite part of working in financial services is interacting with clients and their families.

Danny Klemm

Registered Representative / Investment Advisor Representative

Daniel Klemm was born and raised in Leesburg, Virginia. He moved to South Carolina in 2011 to attend the University of South Carolina where he obtained a Bachelor of Science in business administration with a concentration in finance, risk management, and insurance. Danny began his career in financial services at Centaurus Financial in 2015 where he holds Series 7, 63 and 65 licenses, as well as an active Life insurance license.


In his spare time, Danny enjoys traveling, playing and watching sports and spending times with his friends and family. One day Danny hopes to run his own company and travel to all 7 wonders of the world on the same passport. His favorite part of working in financial services is his ability to help clients prepare and maintain financial integrity during their retirement.

Greer Thomas

Registered Representative / Investment Advisor Representative

Greer Thomas was born in Warner Robins, Georgia and moved to South Carolina in 2012 to attend the University of South Carolina, where he graduated with a Bachelor of Arts in economics with a minor in political science. Prior to his time at USC, Greer attended Georgia Military College where he was a member of the Bulldog golf team. He has worked in the financial services industry since 2014 and holds a Series 7 and Series 63 license as well as a license in life insurance.

 

In his spare time, he enjoys golfing, kickboxing, traveling, and is an avid Carolina football fan. Greer believes working directly with clients is the most rewarding aspect of his job.

Hunter Walters-McCarthy

Registered Representative / Investment Advisor Representative

Hunter Walters-McCarthy was born in Fort Walton Beach, Florida. In 2009 Hunter moved to Columbia to attend the University of South Carolina where he received a Bachelor of Science in finance with a minor in economics. He has worked for Centaurus since 2013 and is licensed in Series 7, 63, 65, insurance and SMA.

 

Though he and his wife, Jennifer, love the Gulf Coast and Saints football, they are proud to call the Midlands home. Hunter takes great pride in his clients and enjoys working for those as hardworking as him.

Matt Hawkins

Registered Representative

A native of Columbia, South Carolina, Matt Hawkins graduated from the University of South Carolina in 2000 with a Bachelor of Science in finance. He is Series 7, 63 and life insurance licensed. Following in the footsteps of his grandfather and mother, Matt began working in finance in 2001 and later joined Centaurus in 2009. With nearly twenty years of experience, his ability to problem-solve helps him to provide clients with unique solutions to complicated problems.

 

When he’s not in the office Matt spends time with his fiancé, Natalie Rosier; together, they enjoy being outdoors mountain biking, camping and kayaking.

Lisa Mantei

Registered Representative / Investment Advisor Representative

Lisa Mantei was born in Columbia, South Carolina and attended the Honors College at the University of South Carolina where she earned a Bachelor of Science in business administration with a concentration in finance. She began her career in Financial Services at AG Edwards in 1991. Lisa brings over 25 years of experience in financial services to her clients and holds a Series 7 and Series 63 license. She is also licensed in Health, Accidental, and Life Insurance.

 

In her spare time, Lisa enjoys spending time with her two beautiful daughters Sara (13) and Scarlett (1). She is very active and enjoys biking, running, weight training and travel. She also enjoys attending church with her family and reading. Lisa has said on many occasions that nothing motivates her more than loyalty to her clients and her employees. She prides herself on being able to help the next generation achieve success and avoid pitfalls.

Katherine G. Nishnic

Registered Representative

Katherine G. Nishnic was born in Perry, Georgia and graduated from Troy State University with a Business Applied Sciences degree in resource management. Prior to university, Katherine worked extensively with the US Air Force, allowing her to travel across Europe for almost two decades. In 1992 she began her financial career at Merrill Lynch as an associate financial consultant and later joined Centaurus Katherine says the most important part of her job is working with clients to help them reach their financial goals and enjoy a comfortable retirement. 

 

She is licensed in Series 7, 63 and life insurance.

 

In her free time Katherine enjoys traveling, cooking, and looking after her husband, Mike and son, Nick.