OUR TEAM


Roger Beatty
Roger Beatty
President and Financial Advisor

  864-676-1728

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Roger L. Beatty is a licensed representative. He has held licenses in Michigan, Florida, Georgia and North Carolina and currently has his resident license in South Carolina. Roger has been in the insurance and retirement preservation business since 1978, working with several large insurance companies prior to becoming an independent agent.

Roger has made it his goal to understand the needs of all retirees or soon to be retirees with the challenges that face them with their retirement now and in the future. Getting older should be a time to be savored not feared and Roger understands that. Each person's needs are unique to their specific situation. He will listen closely and map a strategy that will secure their financial and healthcare needs.

Roger has been married for 32 years to Patty and they have 3 children and 1 granddaughter. He has made Greer, SC his home for over 25 years.

"Nothing is more satisfying than knowing we are making a profound difference in our clients lives."




Bob Millard
Bob Millard
Financial Advisor

  864-676-1728

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Bob Millard has been a business owner for over 29 years with the mindset that he is an advocate for the consumer.  He always puts clients first and is always determined to do what is best for the client.  While some agencies may be concerned with premiums and commissions, Bob is concerned with making sure clients understand their insurance policies.

"We listen, work closely with you and will map a strategy that will secure both your financial and insurance needs."




Bob Millard
Patty Beatty
Administrative Assistant

  864-676-1728

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Patty Beatty has worked as an administrative assistant for several large corporations, she has worked with Millard Beatty Associates, LLC. for the past eight years. She and Roger have been married for thirty-two years and have three children and one granddaughter.







Dow S. Barton
Finanical Advisor







  864-676-1728

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Dow has a passion for helping others and retirement planning is a fulfillment of this passion. By working diligently and methodically with his clients, he is able to develop solutions to help them gain peace-of mind,
knowing their financial future is sustainable. He believes that goals are the most important requirement in a retiree's financial portfolio and he works daily to find solutions that will fulfill these goals.

Let's sit down, talk, review, and together work up a comfortable retirement strategy.