Get to Know Beckett Financial Group

About Us

our company values

we put you and your needs first

JB Beckett founded Beckett Financial Group in 1999 with the goal of assisting individuals and families in securing their financial futures for retirement. With over 25 years of experience as a fiduciary advisor, he is dedicated to guiding clients along their financial journeys.


His drive to help others stems from a personal loss; his father passed away when JB was only eight years old. This pivotal experience inspired him to pursue a career as a financial advisor, aiming to support families and businesses as they navigate both emotional and financial challenges. He remembers how a knowledgeable financial advisor made a profound impact on his family during a tough period, which ignited his passion for helping others. JB envisioned creating a firm that would empower individuals and families to avoid similar difficulties and attain a fulfilling retirement.


His firm has successfully assisted hundreds of families in planning for and enjoying a secure financial future in retirement. The team at Beckett Financial Group is dedicated to offering solutions that help clients achieve the financial stability they seek and the peace of mind necessary to fully enjoy life.

security & growth​

Although financial planning can involve many processes and solutions, the ultimate goals are security and growth. Beckett Financial Group helps our clients develop a financial plan that protects assets and seeks safe growth opportunities.

Customer & Community Care

Our clients are not just names in our book of business; they are our neighbors and fellow businesspeople, deserving solutions and strategies that work toward financial independence. This is why we also help consumers with their Medicare and Affordable Care Act needs, through regular enrollment events.

Contact us today for your complimentary review success without obligation or commitment of any kind.

Schedule Your Complimentary Review

meet our team
At Beckett Financial Group we offer the guidance of not only trusted advisors but experienced advisors. Our team has become a staple of the Carolinas through years of hard work and community engagement.

Jason "JB" Beckett

founder

brandon hill

senior advisor

laura evans

Director of Client Relations & Events Coordinator

Kim Leahy

New Business Specialist

Kinsley Kolb

Administrative Assistant

nick duvall

Billing Analyst

Crissy Roddy

Special Project Coordinator

Beckett Financial Group
Best Financial Planner 2024

JB Beckett
Best Consultant

Beckett Financial Group
Best Financial Planner 2023

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The Carolinas' Trusted Financial Planner Since 1999

JB "JB" Beckett

founder

JB Beckett has been an advisor for over 25 years and leads Beckett Financial Group, a specialized financial firm that helps individuals and businesses in the Retirement Red Zone, build Tax-smart Retirement Income Blueprints allowing them the freedom to overcome their concerns about inflation, market volatility, and taxes to retire sooner.

JB, an Independent Fiduciary Advisor, has been featured in Kiplinger, U.S. News & World Report, Fortune, Market Watch, USA Today and Forbes. JB has received multiple awards including being named the 2023 North American Business Person of the Year by Alignable. He is passionate about serving others through The South Carolina Philharmonic, The Greater CWC and Irmo Chambers of Commerce, and Celebrate Freedom Foundation.

JB’s compassion for helping people with their financial puzzles stems from his father, an Investment Specialist, who passed away when JB was eight years old. His "why" for being an advisor is to give back to help other families and businesses weather emotional and financial storms because many years ago there was a great financial advisor who was there to help in his family’s time of need.

JB and his wife have two boys who love to race him down waterslides when on vacation.

Brandon Hill

Senior Advisor

Serving as Senior Advisor for over 18 years, Brandon has helped individuals and families protect their well-being and way of life through health and disability coverage. He also provides peace of mind with life and long-term care insurance while helping clients secure their retirement years by meeting financial objectives with annuities and other safe money accounts. In addition to representing many insurance carriers as an independent agent, Brandon specializes in marketing, compliance, case design & processing, and client administration in his operations role at Beckett Financial Group.

Brandon has lived in the Columbia area since 1990. He attended Lexington High School and the University of South Carolina and is a proud Gamecocks basketball and soccer season ticket holder. Brandon has been happily married and enjoys spending time with family and friends. His interests include evenings out in Columbia, weekends filled with all manner of sports, travel, concerts, and long walks around his West Columbia neighborhood. He also serves on the board of the South Carolina Philharmonic and the board of the CWC Chamber of Commerce. Brandon has been featured in publications like CBS News.

laura evans

Director of Client Relations & Events Coordinator

At Beckett Financial Group, Laura is the driving force behind the scenes. As Director of Client Relations and Event Coordinator, she is committed to transforming every client's uncertainty into absolute financial security throughout their retirement journey. With meticulous attention to detail, Laura crafts engaging client events and extends genuine care to each individual in the office, fostering a sense of belonging within the Beckett Financial Group family. Witnessing clients achieve their retirement goals is the most rewarding aspect of Laura’s role and reminds her of why she, along with the rest of her team, do what they do.

Outside of work, you can find Laura enjoying time with her family and their 3 cats. She and her husband, Jason, have been married for over 25 years and have 3 adult children who all love to travel. When they're not on the road, they enjoy hiking, birding, crafting or reading.

Kim Leahy

New Business Specialist

As a New Business Specialist with Beckett Financial Group, Kim Leahy assists clients with a wide array of financial needs and cases. Throughout her career, she has learned that most people are uncomfortable discussing their finances, so she prioritizes building relationships with her clients before diving into the paperwork. Kim's favorite aspect of her job is sharing her knowledge about the constantly evolving finance industry with her clients and colleagues, making a meaningful impact on their futures and well-being.

When not in the office, Kim most enjoys spending time with her family and friends. She and her husband have been married for 12 years and together have two beautiful daughters, Kayden & Isabella. As a Florida native, her favorite place to be is the beach. Here she loves to spend time in the ocean and driving golf carts. She is a self proclaimed professional golf cart driver!

Kinsley Kolb

Administrative Assistant

At Beckett Financial Group, Kinsley Kolb is the base to making sure things run smoothly for both the office advisors and the clients. Helping others and being a part of a team is a quality she possesses at her core. Kinsley enjoys getting to know each client and values the differences in each case. She believes that personal connection is the key to a successful partnership and she takes pride in crafting relationships with each client. Taking the steps to successful financial planning can be scary for anyone, which is why she works hard to create a warm and welcoming atmosphere for everyone in the office.

Born and raised in South Carolina, Kinsley still lives close to her family and soon to be husband, Stephen. When not in the office or working on wedding planning, Kinsley enjoys reading, spending time with friends and family, and traveling to the beach, especially Florida when she can!

nick duvall

analyst

Nick Duvall is an adept financial analyst with a passion for meticulous planning. His expertise lies in crafting personalized retirement plans for each client while understanding that everyone's financial goals are distinctly individual. Nick takes great pride in delivering top-tier service by offering unwavering assistance to all he encounters. Guided by his commitment to excellence, he carefully selects the finest financial products, ensuring every client can transition into retirement with confidence and peace of mind.

Nick was born and raised in South Carolina, where he still currently lives with his wife of over 28 years, Anna. Since becoming empty nesters after their son and daughter have begun their own lives, Nick and his wife enjoy cooking, taking trips to Surfside Beach, S.C., and spending time with family and friends.

crissy roddy

Special Project Coordinator

Crissy, the Special Project Coordinator at Beckett Financial Group, feels connection is of the utmost importance in both career and personal life. She works to connect clients with reliable businesses in the community, allowing them to build their own relationships and take further steps along the journey to retirement. Crissy most enjoys making the potentially scary path to retirement as simple and secure as possible for the individuals and families at Beckett Financial Group.

Outside of her family at Beckett Financial Group, Crissy has been married to her husband for over 23 years. Together they are raising two teenagers. In her free time Chrissy enjoys spending her time both indoors reading and crafting, and outdoors exploring National Parks around the country.