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Your  Team

With over thirty years of industry experience, we provide unparalleled service to our clients. Our comprehensive road map ensures your vision aligns with your financial goals. This process eliminates stress and has helped us become the successful advisors we are today. 

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Doug Jolley



A mentor is not someone who walks ahead of us to show us how they did it. A mentor walks alongside us to show us what we can do.” – Simon Sinek

In 2020, a VP of a large bank with their own financial investment department, was approaching retirement age and facing several major decisions. He chose Doug Jolley to be his retirement planner. When Doug asked him why, he simply said, “After getting to know you, I trust and choose you.”

That sums up what Doug is all about – earning your trust to walk alongside as you make some of the most important decisions of your life – how to structure your life savings at retirement in a way  they last.  

Doug just completed 31 years in his chosen profession. His passion for financial planning began in 1989 at American Republic Insurance, where he was recognized as one of the top agents, and later as one of the top five managers in the nation, ultimately becoming a Vice President with the company. In 2001 he decided to branch off and form his own firm. Today he is the CEO and managing partner of Retiring Sharp.

Every day, he searches out new ways to better serve his clients. Surrounding himself with a team that shares the same values and vision, Retiring Sharp continues to grow and make a real difference in the community. The Columbia International University School of Business conducts retirement seminars in which Doug is one of two featured speakers, along with the Dean of the business school, Dr. Scott Adams.

He majored in Journalism at the University of South Carolina and is an accredited journalist, having published newspaper, magazine and online articles. Doug has served as a featured guest on talk radio shows across the country.

Outside of work, Doug served two terms as the President of the Midlands chapter of NAIFA – the National Association of Insurance and Financial Advisors. Doug currently serves as Chairman of the Board of the non-profit Tri-County Veterans Support Network. TCVSN serves as a liaison to provide comprehensive support services for our veterans.

Doug and his wife, Jan of thirty-nine years enjoy spending time with their son, Jonathan his wife, Lila and their granddaughter Fiona. They happily await the arrival of their grandson Judah this spring. Doug and Jan are active members of 12 Springs Community Church.

To contact Doug click here

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?
I would buy a vacation house and embark on a year-long tour of Europe and Asia.

What’s the most likely place people could find you on a Saturday night?
At my sister and brother-in-law’s place with my wife, playing scrabble and enjoying a cold beer.

Which would you pick: Living on the beach or living near the mountains?
Live on the beach in the summer and near the mountains in the winter.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I’d wish for a rocket-fast metabolism, an amazing memory and perfect health.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Slow down — the faster you go, the more you miss out on.

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Peter LaHatte

Financial Advisor

Peter is an Insurance and Income Specialist concentrating on making sure that individuals both young and mature, will get comfortably to their retirement. Peter is a graduate of the University of South Carolina where he received a BS Degree in Marketing and Economics, and later an MBA in Finance and Economics.

Peter’s experience includes a position in the Investment Division of First National Bank of South Carolina which is now a part of the Wells Fargo Family of Companies.  He was responsible for the short-term portfolio where he managed over $400 billion during some of the most tumultuous times in monetary history. 

After his experience in banking, he was the Director of Marketing for Financial Services for BellSouth Corporation where he was responsible for a revenue stream of $4.6 billion dollars.

After BellSouth Peter founded The Solutions Group, LLC where he built, managed and grew a local telephone company for the City of Marietta, Georgia, called Marietta FiberNet, which was absorbed by American FiberNet in 2003.

From consulting in the Telecommunications industry, Peter moved into financial services, in that his experience in banking and running a small company brought a unique combination of skills, which could be useful to others, especially as they relate to risk mitigation, wealth accumulation and income planning.

Peter has two children, Michael, a fireman and first responder in St. Augustine, Florida and a daughter, Alicia who lives in Atlanta, Georgia. Peter is an active member of St. Peter’s Church in Columbia, SC and St. Mary’s Church in Aiken, SC

Peter is a proud grandfather of two beautiful grands Avie Grace in Jacksonville, FL and Asher Flynn in St. Augustine, FL. 

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Terry Register

Owner & CEO, Capmar Insurance Agency

Providing your independent producers with quality service in all areas necessary for their success.

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Aaron Bryson

VP of Agent Services

Helping you from case design to policy placement.

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Tim Taylor

Charleston Health Team Leader
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Jan Jolley

Customer Service

Jan Jolley has spent 31 years as Doug Jolley’s “most important business partner.” Business doesn’t happen unless all the details are completed and the customers are taken care of. Jan is responsible for both customer service and the more complex details in our business that require her years of expertise to handle.

Her father, a naval commander, said  “Jan could be a captain of industry.” In her first job after college and intensive scrutiny was  the executive assistant to John Manning, the National Distribution Manager for Georgia Pacific.

Jan’s life story became one of caring rather than climbing career ladders. She prefers it that way. Jan is best known for her loving heart with many calling her “Momma Jan.” She has learned to balance her responsibilities in the family business utilizing those same gifts serving our clients needs while staying true to her best self caring for the needs of her family members. 

Jan is not only a loving wife and business partner to Doug, and Mom but was a caregiver for her mother with Alzheimer’s, and helped with the care of Doug’s birth mother as well his father and stepmother in their final years. She does all with a smile and genuine love in her heart. You’re in good hands if Momma Jan is on the job.

Jan attended Columbia International and later Multnomah University. Today her joys include spending time with grandchildren and with their two pups, Champ and Nico.

To contact Jan click here

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Stacey Gurley

Marketing & Events Director


Stacey brings a passion to the industry that is unparalleled with over thirty-five years of marketing, fifteen years of event planning and five years of broadcast media including writing and hosting a monthly live TV show. Her experience in consultative sales involves team building management, directing key account relationships and large-scale projects. 

She is the Founder and President of Women of Passion where she hosts women's ministry events and serves as one of the speakers.  

 When she is not wearing a creative hat, Stacey enjoys researching how fueling our bodies with the right foods connects to health, exploring new restaurants, trying unique coffees and all things coastal. 

She is a visionary and creative at heart. Stacey utilizes all aspects of her career whether building an event, teaching one-on-one, in a group, hosting a family gathering or working on a new product. 

She is a mother of two beautiful daughters: a son-in-love and four amazing grand-pups. Stacey resides in gorgeous Myrtle Beach, South Carolina.

 Her greatest joy in life other than her children is sharing the love of Jesus with the broken-hearted. 

 To contact Stacey click here  

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?
I would build a restoration home for women and children in crisis, travel the world and shop of course! 

What’s the most likely place people could find you on a Saturday night?
Either at home or trying a new restaurant with friends. 

Which would you pick: Living on the beach or living near the mountains?
Living on the beach!

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
wisdom, what I know now when I was younger, live in divine health (Hint...Jesus paid the price for this!) 

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Live life full of love, give myself the same kindness I do others, enjoy the small things and go for your dreams!

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Donna Lollis

Office Manager

Donna attended Williamson Christian College with studies in Leadership and Ministry. Donna also attended Duke Divinity for Biblical studies. She currently serves as the Office Manager with a focus on client relations. Her passion is to serve churches and non-profit organizations planning for retirement.

Donna served as a Loan Officer at the SCUMC Credit Union for many years. She has served in Nonprofit leadership roles with both Harvest Hope Food Bank and Killingsworth home. She has also served as a local pastor for 8 years in the SC Methodist Conference.  

She and her husband Chris, an ordained elder in the United Methodist Church and Chief Benefits Officer for the SC Methodist Conference along with their daughter Sarah, a rising senior at Lexington High School reside in Lexington, SC. 

To contact Donna click here


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Ciara Lister, Esq.

Estate Attorney

As a network attorney for eStatePlan™ Ciara Lister believes in three key pillars: planning, preparation, and prevention. A full-scholarship graduate of Ave Maria School of Law in Naples, Fla., Lister began her law career as a Commercial Insurance Litigator in Boca Raton. She began seeing clients and her close friends struggle with the negative effects of probate proceedings, from dwindling inheritances to families destroyed by battles over money. This motivated her to change her focus to Estate Planning so she could help people avoid these issues before it was too late, rather than perform legal triage when the damage to families and their legacies had already been done.