Meet the Retirement Dream Team
At Big Money Retirement, we don’t just help people retire— we lead them through one of the most pivotal transitions of their lives.
Retirement isn’t just about finances; it’s about stepping confidently into a future filled with possibility.
That’s why we see ourselves as more than financial advisors—we are trusted guides, strategic partners, and bold leaders who help our clients navigate retirement with clarity and assurance. We don’t sugarcoat the truth or rely on cookie-cutter solutions. Instead, we bring authenticity, expertise, and a deep commitment to ensuring our clients are equipped to make the right decisions for their future.
Like a seasoned trail guide helping adventurers reach their destination, we illuminate the path, anticipate challenges, and ensure every choice aligns with the vision our clients have for their retirement. Because at Big Money Retirement, leadership isn’t just a title—it’s a responsibility we take seriously.
Meet Our Team
Founder & Financial Advisor
Johnathan started Big Money Retirement Solutions in 2020 after he had successfully built and sold a captive insurance agency that had a focus in retirement planning. After Johnathan became a fiduciary, he realized the value of independent financial advice and built Big Money around the best products and planning software available to the independent advisor.
Amie Newton CPFA®
Vice President of Operations & Financial Advisor
Samantha Burgess
Executive Director of Big Money Cares Foundation
Clem Osborne
Financial Advisor
Clem is a fiduciary advisor who holds a Series 65 license and a life insurance license. His experience includes careers in healthcare, real estate, and over 30 years in banking. At Big Money, Clem enjoys using his budgeting and planning expertise to develop personalized, comprehensive retirement plans for each client.
Alan Hicks NSSA®
Head of Client Success
& Financial Advisor
Alan is a Financial Advisor who holds both a FINRA Series 7 and 66 license and a South Carolina Life insurance license. Alan enjoys helping clients map out a long-term retirement plan and works with them to keep them on track. Before becoming a Financial Advisor, Alan had decades of experience in banking and mortgage lending.
Mael Jacquemin
Senior Associate Paraplanner
Born in Nantua, France, and raised in Greenville, SC, Mael brings a unique international perspective to financial planning. Currently a Senior at Clemson University, Mael is pursuing a degree in Accounting and is set to graduate in May 2025. Mael supports the team with detailed financial analyses, strategic planning, and client-focused solutions. Beyond the world of finance, Mael is a dedicated semi-professional paintball player, competing in tournaments across the country.
Luke Maloney-Grimes NSSA®
Lead Financial Advisor
Luke is an accomplished financial analyst who joined Big Money in 2023, bringing with him a wealth of experience as a brokerage stock trader from Auckland, New Zealand. A graduate with top honors in Financial Economics, he excels in investment research and client onboarding. At Big Money, Luke leverages his expertise to deliver exceptional financial optimization services, drawing on his global perspective and analytical acumen to enhance client portfolios and financial strategies.
Matthew Hastings, WMCP®, CRPC®, NSSA®
Lead Financial Advisor
With a decade of experience at two of the largest financial institutions in America, Matt recently joined Big Money Retirement Solutions in 2024 as a fiduciary financial advisor. Armed with the WMCP® and CRPC® designations, he leverages a wealth of experience to guide clients towards financial success. Beyond the world of finance, Matt is a family man, married with three children, that live on their family farm together operating a thriving market garden. His interests extend to practicing Jiu-Jitsu, lacrosse and strategic investments in real estate, reflecting a diverse skill set ready to benefit clients.
Lindsey Martin
Director of Marketing
Born and raised in Upstate of SC, Lindsey brings both professional expertise and a personal touch to her role as Director of Marketing. With over a decade of experience in customer service, she understands the importance of clarity, trust, and meaningful connection in every client interaction. Since joining the firm in 2023, Lindsey has led the way in shaping the client experience—overseeing all marketing, social media, events, and communications—while also fostering a strong, positive culture within the team.
When she’s not creating meaningful experiences for clients, Lindsey is making memories with her two young sons—whether at the park, in the mountains, or at the beach.
Chris Jennings, EA
Tax Advisor
Chris Jennings is an Enrolled Agent with the IRS who is dedicated to helping our clients reduce their tax bills as much as possible through proactive tax planning. In his free time, he loves the rodeo scene and spending time with his beloved dogs. Chris joined Big Money in 2024, bringing with him a wealth of expertise and a passion for optimizing tax strategies. He ensures that our clients fully understand their tax opportunities, working tirelessly to secure their financial well-being. Outside of work, Chris enjoys participating in rodeo events and caring for his dogs, balancing his professional dedication with his personal passions.
Edward "Teddy" Heiser NSSA®
Lead Financial Advisor
Tyler Decker, NSSA®
Lead Financial Advisor
he developed advanced problem-solving, risk assessment, and leadership skills in high-pressure environments. Building on this foundation, Tyler transitioned to a career in finance, bringing over six years of experience as a financial advisor. He is committed to guiding clients through retirement with clarity and confidence.
Alan (AP) Pedraza
Associate Paraplanner
Emily Sandidge
Executive Assistant
Before joining Big Money Retirement Solutions in August 2024, Emily worked closely with top executives at Jeff Bezos’ environmental philanthropy, the Bezos Earth Fund. Now at Big Money, she provides invaluable support to our fearless leader, our team, and our clients. Emily is deeply passionate about both travel and helping others—so far, she has explored nearly 60 countries across six continents!
Nancy Dhillon
Client Onboarding Specialist
Originally from India, Nancy moved to the United States in 2013 after traveling extensively around the world. She joined Big Money in February 2025, bringing over a decade of client service experience. Previously, she worked as a Product Owner at a leading wealth management firm, where she honed her ability to understand client needs and deliver exceptional service. Outside of work, Nancy is a devoted mother to her son and daughter. She treasures quality time with her children, whether exploring new places, embarking on adventures, or enjoying life’s simple moments. Passionate about giving back, she actively volunteers and seeks opportunities to make a meaningful impact in her community.
Mari Shamburger
Marketing Coordinator
Mari joined Big Money in 2025, bringing over two decades of experience in marketing, sales, and customer service. She excels at helping businesses grow through strategic planning and creating impactful client experiences.
As our Marketing Coordinator, she spearheads Wine & Wisdom gatherings, assists with dinner events, and coordinates team-building activities. Outside of work, she’s often on the sidelines cheering for her son at soccer games or planning her family’s next Caribbean cruise!
Elizabeth Mungo
Client Success Advisor
& Financial Advisor
Elizabeth joined Big Money in 2025 as a Client Solutions Specialist. Elizabeth holds a Series 65 License and brings a strong foundation in business with a degree in Finance, Marketing and Entrepreneurship.She takes pride in her ability to communicate clearly and make complex information easy to understand. Whether guiding clients through questions or providing day-to-day support, she is dedicated to making each client feel informed, heard, and valued.Outside of the office, Elizabeth enjoys running, cooking, and creative pursuits in art, sewing, and interior design.
Kyle Conner, NSSA®
Lead Financial Advisor
Originally from Atlanta, Georgia, Kyle has called Charleston home for the past five years. Before joining Big Money Retirement Solutions, he gained valuable experience at a Registered Investment Advisory firm and earned his Series 65 license. Kyle is passionate about helping clients approach retirement with clarity and confidence. Guided by his faith, he is committed to building meaningful relationships and serving each client with integrity and care. Outside of work, Kyle is an avid golfer who enjoys spending his downtime on the course. He and his wife, Mollie, love hiking, relaxing at the beach, and exploring Charleston’s vibrant culinary scene together.
Sam Bezy
Content Videographer & Editor
Sam is a visual storyteller and digital marketing professional with over 10 years of experience in the field. He joined in June 2025, where he focuses on helping clients share their stories through compelling media and creative strategy. With a background in videography and digital content creation, Sam specializes in crafting narratives that connect with audiences in authentic and impactful ways. Prior to his career in media, Sam played baseball at Anderson University, an experience that instilled in him the value of teamwork and discipline. Outside of work, Sam enjoys playing baseball in a local men’s league, spending time with his son, Reeves, and their dog, Titan.
Mia Sheyner
Marketing Coordinator
Mia is originally from the Boston area and graduated from the College of Charleston with a degree in Finance. She is currently pursuing her SIE and Series 65 certifications. In her role, Mia assists with client outreach and supports the advisors by preparing meeting materials, conducting preliminary research, managing scheduling, and coordinating follow-up communication. Her attention to detail and dedication to client service make her a valuable member of the team.
Read All About It: Google Reviews
With a five-star rating on Google, we appreciate all of our clients, current, past, and future.
If you’ve worked with us, we welcome you to leave us a review!
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I trust thee guys with all of my retirement and financial planning and was able to retire early.
James Clements
July 2, 2025 -
Great financial
Southernkollect
July 2, 2025 -
Great company!
Debbie keller
July 2, 2025 -
No pressure!
gerri miezio
July 2, 2025 -
Great Experience very knowledgeable
Glenn Gary
July 2, 2025 -
Wonderful friendly people to work with. They have awesome events. Oh and they are financial wizards!!
Christine Clements
July 2, 2025 -
Very pleased with the guidance from Teddy Heiser. Our Big Money investments are far outperforming our previous accounts.
Tom Bacola
July 2, 2025 -
Best customer service! Love this team!
Kathy Jackson
July 2, 2025 -
Great company with great personal care. Thank you Jonathan and Alan
monica miller
July 2, 2025 -
Fantastic group! Love the programs. If you are looking for a financial team give these guys a shout!
Jerri Stevens
July 2, 2025
