Our Greenville Team

Ashley Woodard Director of Business Developement & Financial Advisor 

Ashley has been in the financial services industry for more than 13 years. He has his Series 7 and Series 66 securities registrations, as well as, his Life, Accident/Health and Variable insurance license. He also hold a Series 24 General Securities Principal registration.

Before joining Flynn Wealth Management Group more than 8 years ago, he was an advisor with CUNA Mutual, New England Financial, and Ameriprise Financial Advisors. Ashley was an award winning financial advisor for Ameriprise, garnering top awards in serveral categories based on client engagement and service. 

Ashley earned his B.S. degree in Financial Management from Clemson University. He resides in Greer with his wife, Patty, and their two children, Kevin and Allison. 

Licenses and Security Registrations: 
Series 7, Series 66 Registrations & Life, Accident/Health, and Variable Insurance licenses


Joyce Torricos Client Relations Coordinato

Joyce was granted her B.A. in Communications from Clemson University and joined the firm in 2011 from South Carolina Bank and Trust. She is a welcomed addition as the client relations coordinator. 

Joyce has a solid foundation in banking and communications. She continues to build on that knowledge set and assist in the firm's development. Joyce has embraced the opportunity to collaborate with Jim and the other members of the team on assisting our clients. She strives to help make the client feel at ease, delivering that extra personal touch that characterizes our firm by answering any questions they may have regarding their financial portfolio, and also, to make sure that their experience with Flynn Wealth Management Group is one that leaves them assured. No detail is too trivial for her to handle.

In her free time, she enjoys singing and reading. She is an active member in her church, an avid runner, and involved in other athletic pursuits. When she is not in the office, you can find her out and about with friends enjoying one of Greenville's many restaurants, festivals, or sporting events. 

Security Registrations: Series 7 & Series 66


Mark Poole Investment Professional

Mark has been in the Banking and Finance industry for over 15 years. He transitioned into Wealth Management and has been with Flynn Wealth Management since 2013. Mark's passion is building relationships, which gives him an edge on what his clients need within their financial portfolio. He is thorough and engaging to discover clients' concerns for their financial future. His professional background allows himself to personalize our vast array of services and investment opportunities to each individual client's needs.

Mark is a native to Greer, South Carolina and currently resides in Greenville with his wife, Julie. They have three sons; Robert, 17 years in the US Air Force - Aaron, Manager with Lowes, INC - Justin, ATF Agent. Mark and Julie have five spoiled grandchildren from Mississippi to North Carolina. 

Mark attended Gardner-Webb University where he majored in Business Management. 

 

Licenses and Security Registrations
Series 7, Series 66 Registrations & Life, Accident/Health, and Variable Insurance licenses


Jay Lizanich Financial Advisor

Jay joined Flynn Wealth Management Group in 2015 with his B.S. in Biology, and minored in Chemistry and German. He has spent the past few summers playing baseball along the east coast while working a variety of jobs and internships, including dentist offices, historic site preservation and maintenance, as well as time at Flynn Wealth. Time spent in team sports has given Jay experience in leadership roles and participating for the benefit for others. Jay takes pride in his ability to communicate to people of all ages, and most importantly, form a positive lasting relationship with those he meets. He plans on using his charismatic and optimistic personality to build a long successful relationship with clients. 

Jay was a four year starter for Presbyterian College's baseball team and holds multiple records in the PC Baseball archives. During his time at Presbyterian College, he actively volunteered in the community, built homes with Habitat for Humanity, making meals for those in need through local churches, as well as, coaching various baseball camps for young athletes in the area.

He currently helps coach the Riverside Varsity baseball team, and he also coaches travel teams for Landon Powell's Hit House. Jay is an active member in the Greenville Chamber and Pulse, a group for young professionals while volunteering his time around Greenville for various causes. 

Licenses and Security Registration:
Series 7, Series 66 Registrations & Life, Accident/Health, and Variable Insurance licenses


Ryan DeWald Financial Representative

In Ryan's short, but impactful life he has developed a hard work mentality and a determined mindset. As a recent college graduate, Ryan is highly trained in the latest techonology in the ever-changing financial industry. This training gives Ryan an edge in portfolio analysis that enhances the overall client experience. Combining this with an outgoing personality, Ryan plans on building meaningful relationships with each and every one of his clients, for many years to come. Ryan is beginning his journey as a financial professional as he learns from and works alongside the Flynn Wealth Management Team.

Ryan is a 2015 Flynn Wealth Management Group addition. He graduated with honors from Clemson University in 2016 with a B.S. in Business Management and a minor in Finance. He currently hold his Series 7 and Series 66 registrations for the financial industry. During his time at Clemson, Ryan was active in FCA and regularly volunteered within the community. He has helped to make a difference in Indianapolis, Baltimore, New Orleans, and Savannah as a part of missions teams with his local church.

Ryan currently lives in Simpsonville, South Carolina and is a member of the Simpsonville First Baptist Church. In his free time, Ryan enjoys camping, fishing, and playing golf. He still attends most Clemson football games and travels to new cities to cheer on his Tigers. 

Licenses and Security Registration: 
Series 7, Series 66 Registrations & Life, Accident/Health, and Variable Insurance licenses


Trey Cox  Financial Representative

Trey joined Flynn Wealth Management Group in 2014 as an intern. He graduated with a B.S. in Business Administrative from Appalachian State University in 2015 and currently resides in Greenville, South Carolina. Prior to joining Flynn, he held a position as a teller at First Citizens Bank.

Trey was attracted to Flynn Wealth Management Group based on the intimate size of the company and the personal level that differentiates Flynn Wealth from other Financial Advisor firms. He enjoys the opportunity of getting to know clients on a personal level rather than just helping them financially. 

Trey is a hardworking young professional that is constantly looking for different ways to further his knowledge in the financial industry. He has strong social, organizational, and communication skills that positively sets him apart from his peers, which is why he makes a good addition to the Flynn Wealth Management team. 

Licenses and Registrations:
Series 7, Series 66 Registrations & Life, Accident/Health, and Variable Insurance licenses


 

Michelle Gimmi Administrative Assistant

Prior to joining our team in 2017, Michelle has had a varied 20 year background in engineering, project management, training, process improvements and business analysis within the telecommunications industry. Coming from this fast paced environment she has brought an incredible amount of energy to our office.

She attended Greenville Technical College and graduated with an associate’s degree in Business. She continues her education at Charleston Southern University working toward obtaining her B.S. degree in Business. She has obtained many industry certifications throughout her lengthy telecommunications career, including a Masters of Process. She plans to bring this knowledge into our office and continue to grow the efficiencies of our front desk operations.

As a part-time child transportation engineer to her two and various other neighborhood children, her free time is limited, but she loves to read, travel and spend weekends in her favorite city, Charleston SC. She is also actively involved in her church and sings with their Praise and Worship Team.  


Lauren Warden Insurance Specialist

With over eleven years in the insurance industry, Lauren is a welcomed addition to our Greenville team. Her experience and expertise in the insurance field allows her to work closely with clients to customize solutions to fit their individual financial needs. Helping her clients make informed and educated decisions is her top priority. Prior to joining Flynn Wealth Management Group, Lauren was the lead Personal Insurance Advisor for Brown & Brown of SC. Over the course of her career, she has received numerous Top Producer Awards for Life and Health insurance sales and has been recognized nationally for her consistent outstanding performance and leadership in the industry. Lauren attended the University of South Carolina Upstate and Greenville Technical College and is currently pursuing her Certified Insurance Counselor (CIC) designation. She holds licenses for both Property & Casualty and Life, Accident & Health.  

 Lauren is a native of Anderson, SC and currently resides in Taylors with her husband, Kory and step-daughter, Alex. She is a devoted member of her church, a dedicated volunteer for Meals on Wheels, and an active member with the Greenville Chamber of Commerce. In her spare time, Lauren enjoys spending time with her family, taking day trips to the mountains and traveling to new destinations.


Forrest Rossi Account Executive

A native of the Greenville area, Forrest Rossi graduated from Presbyterian College in 2015 with a BA in Political Science. While at Presbyterian, Forrest participated in the Presbyterian College Symphony Orchestra as a violinist, Delta Omicron National Music Honor Society, Political Science Club, Presbyterian College Blue Fish, Pi Kappa Alpha Fraternity as Vice President and the Presbyterian College Interfraternity Council, while also volunteering with St. Jude Children's Hospital up 'Til Dawn, Thornwell Children's Home, Special Olympics, Stop Hunger Now and Laurens County Safe Home.

Prior to joining Flynn Wealth Management Group, Forrest worked as an Agent/broker with One Source Services in Greer, an agent/broker at Millard Beatty Associates in Greenville, and as an intern with Allstate Insurance in Clinton. In his free time, Forrest enjoys travel, working out, cars, golf and music.