Who we are
Our Team
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Jason Weckel
PARTNER / ADVISOR
Jason has been engaged in the financial services industry since 2010. As an advisor at R&R Financial, Jason brings a strong background of comprehensive financial planning and investment management to his clients. In addition to personal finance, Jason has consulted with several firms on best practices for financial advisors and has contributed to Fortune magazine on that topic. After having spent 15 years in Colorado where he enjoyed skiing, biking, and serving as treasurer at their local church, Jason, his wife Jacqui, and their 2 children moved back home to South Carolina. In addition to creating the curated, personalized plans that R&R Financial Advisors has come to be known for, he enjoys serving in the local church body, biking on Paris Mountain, and good BBQ.
Stephen C. Stokes, CPA
PARTNER
Stephen Stokes, a Bob Jones University and Georgia State University alum, is a licensed CPA with over 20 years in the industry. As a Partner at R&R, Stephen’s role includes areas such as accounting, management, mergers, and acquisitions. While serving as Partner at
R&R, he will continue to maintain his presence as president of Stokes & Company, a role he took on in 2009. Through his experience, Stephen's mission has been to help give clients and other business owners confidence. Over the years he has served his community in various ways, as the president of the SCACPA-Piedmont Chapter, a board member of local nonprofit organizations, and through his active involvement as a board member with the Professional Association of Small Business Accountants. In addition, Bob Jones University recognized Stephen with the Distinguished Alumni Award for his work. Outside the office, he enjoys spending time with his wife and two daughters and using his skills and talents to serve his church family.
Stephen C. Stokes is a partner of R&R Financial. Tax services provided by Stephen are through his tax service Stokes & Company, LLC. Neither R&R Financial nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Robert Leatherwood
PARTNER / ADVISOR
Robert is a financial advisor for R&R with a strong background in finance. Throughout his career, he has spent a great amount of time focusing on tax efficiency planning. He has consulted with hedge funds, entrepreneurs, and companies on ways to help improve tax efficiencies. Throughout Robert’s experience of dealing with high net worth individuals, he has noticed a gap between personal wealth and financial wisdom. This has increased Robert’s passion in working with his clients to help them achieve their retirement and other financial goals. Robert has passed the Series 65 securities exam.
Eric Craven, CRPC
®â€‹
ASSOCIATE ADVISOR
Since graduating with a Finance degree in 1991, Eric has a diverse career with an extensive background in banking, investments, small business, church planting and leadership. After spending nearly 20 years as an Executive Pastor in NH & MA, he and his wife of over 30 years are now 4 years into life in South Carolina. In addition to holding Series 7 & 66 investment licenses, Eric is also a designated Chartered Retirement Planning Counselor. Outside of cheering on his 3 adult children, he is an active runner having completed 5 marathons, including the Boston Marathon 3 times and is still trying to get his golf game back onto his calendar and out of the woods.
Mary Iris Beard
OFFICE ADMINISTRATOR
Mary Iris Beard has been residing in Greenville since her middle school years. She attended Eastside High School and later graduated from USC Upstate with a Bachelor's degree in Early Childhood Education. Mary is the mother of two young daughters, Sophia, who is 7, and Riley, who is 4. An avid runner, she participated in the Boston Marathon for the first time this past April. Mary enjoys dark chocolate, coffee, and spending time outdoors with her husband, children, and their golden retriever, Buddy.
