Our Team

Leila Dudley Headshot

Leila Dudley, CFP®

Financial Adviser

Email Leila

“Throughout most of my adult life, the experience I had with advisers, agents, and the like was centered around transactions. There was no coordination and no real education that went along with investing or risk management. Consequently, mistakes were made that were costly. I became a financial adviser so I could offer clients the benefits I never received – education, listening, empowerment, holistic planning and a commitment to long term relationships.”

Through her own life experiences, Leila knows first-hand the importance of cherishing family and friends, and making the most of each day. She helps her clients live lives filled with experiences that bring more meaning to themselves and their families. With her background in counseling and strategic planning, she helps clients explore their own unique opportunities and possibilities for a more fulfilling and less stressful life. She then develops a financial plan to help them reach those goals.

Leila has two grown daughters, Elizabeth and Leila, and a precious grandson Henry. She commutes between Pine Mountain, Georgia and Columbia, South Carolina and enjoys the combination of “country life” and “city life.” Leila’s favorite leisure activities include cooking, gardening, arranging flowers and playing tennis.

She holds the following credentials and memberships:

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Master of Social Work, University of South Carolina
  • B.A. in Psychology, University of Georgia
  • Member, Financial Planning Association
Leila Schaefer Headshot

Leila Grimball Schaefer, LUTCF

Financial Adviser

Email Lei

“I enjoy getting to know our clients throughout the financial planning process. Each has his/her own, unique concerns and dreams. Through our work together, our clients are no longer doubtful or confused about their financial picture. They are hopeful and have peace of mind. Witnessing this transformation is what motivates me!”

Lei guides our clients through the planning process. She gathers information, researches questions, explores goals and dreams, and in concert with Leila, develops the various strategies that help clients achieve their goals. Lei is highly proficient with e-Money planning software and helps clients evaluate the costs and benefits of multiple financial scenarios, enabling them to make smart, well-informed financial decisions. 

She holds the following credentials:

  • LUTCF (Life Underwriter Training Council Fellow)
  • B.A. In History with minor in Business and Sociology, Presbyterian College, South Carolina

Lei lives in Greenville with her husband Dylan, and their young son Henry. She enjoys cooking, traveling with her husband, reading, watching movies, and being the best mother she can be to Henry.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.