Who you’ll be working with

Mike Kreft founded Palmetto Coast Advisors in 2015 and has advised families in the Lowcountry since 2006. He taught middle school before that, which is why he’d rather explain a decision well than ask you to take it on faith. Every client works directly with Mike. He lives in Mount Pleasant with his wife, Kimberly.

Ellie Basgall is our Client Service and Operations Coordinator. She runs the follow-through: the paperwork, the scheduling, the record of what was decided and what’s still open, and the calls to your other advisors to make sure things get done. Clients reach Ellie and Mike directly. There’s no call center and no phone tree, and whoever calls you back knows your file.

A second set of eyes. Alongside Mike and Ellie, independent professionals review each client’s plan in their own area, in their own practices.

Brody Rosenfeld, CFP and CPA, checks the plan itself and the tax picture behind the year’s decisions.

Denise Fugo, who teaches personal financial planning at the College of Charleston, reviews every policy you hold.

Jacob Stewart, Esq., an estate planning and tax attorney, reviews your estate documents against what you’ve told us you want, and sends the questions to your own attorney.

They look, they question, and they tell us what they’d change; we carry it through. Every client’s plan gets these reviews, and we review the plan with you on a set schedule after that. None of them prepares your returns, writes your policies, or drafts your documents. Your own CPA, attorney, and agent keep doing that work.

Why we’re small on purpose. You already have professionals who know your situation and give you good advice in their areas. What you need from us is one person responsible for the whole, with the time to know your file, the follow-through to keep it moving, and qualified outside review where it matters. So you work directly with Mike, Ellie runs the follow-through, the reviewers above look at the plan, and we take on a handful of new families a year so that stays true. They keep their expertise. We hold the through-line.