How We Got Here
Built on relationships
from day one.
More than 25 years ago, Tripp James began serving families in Sumter and the surrounding communities. What began as an opportunity soon became a calling—one rooted in helping neighbors make thoughtful, informed financial decisions with care and integrity.
In a close-knit community, trust is earned over time. This practice has grown through listening well, offering steady guidance, and being present when it matters most. That same commitment continues to shape the work today.
Lance Towery now serves alongside Tripp as a partner, bringing his own experience and perspective to the practice. While they share a common philosophy and often collaborate, each maintains an independent practice, serving clients with a highly personalized and dedicated approach.
They remain committed to thoughtful advice, enduring relationships, and the kind of stewardship that extends across generations.
Meet the Team
Your partners in
financial planning.
Ours is a practice grounded in relationships and guided by experience. We believe sound advice begins with understanding—taking the time to learn what matters most to you, your family, and your future.
Each advisor serves clients individually, offering a personalized approach and a welcoming presence you can rely on, while sharing a collective commitment to integrity, care, and long-term stewardship.
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Tripp James
Partner, Wealth Advisor
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Betsy Reynolds
Senior Client Services Manager
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Lance Towery, AAMS®
Partner, Wealth Advisor
About &Partners
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
Your Experience
What it’s like to work with us.
We want you to feel comfortable and confident throughout our relationship. When you work with Sumter, you can expect:
Clear Communication
We explain everything in terms that make sense, never rushing or using confusing jargon.
Personal Attention
You’ll work directly with Tripp, not get passed around from person to person.
Family-Like Treatment
We care about your success and treat your goals as seriously as we treat our own family’s planning.
Our Purpose
Guiding families toward financial confidence.
We’re here to help families and professionals in our community feel confident about their financial future. By educating, listening, and creating straightforward strategies, we help make planning easier to understand and more aligned with your life and values.
