Who We Are

Our History

At Financial Resources, we sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons our family has done this for over four generations.

You can take comfort in the fact that we have been a part of this community for 100 years, and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.

Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future;

or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

If you’re wondering about our qualifications, you may find it reassuring to know that we have 50 years of combined experience in the insurance and financial services industry.

Of course, our background isn’t really the one that matters. We’ve found that getting to know our clients – their hopes, dreams and goals for the future – is far more important. So if you’re looking for someone who's ready to put their expertise and experience to work for you, please let us know.

Our Team

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Henry McGee, CLU®, CFP®

Principal and Founder

Read About Henry

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Samuel McGee

Principal and Founder

Read About Samuel

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Jim Garvin

Paraplanner

Read About Jim

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Amy Holiday

Administrative Coordinator

Read About Amy

Our Alliances

Effective financial strategies often requires a team of experts working together to serve your best interests. In such situations, we act as the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

Eagle Strategies LLC Logo

Through Eagle Strategies, Henry McGee provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

Learn More

The Advanced Planning Group Logo

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Henry McGee can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

New York Life Logo

Henry McGee and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 9/12/19.)

Henry McGee headshot

Henry McGee, CLU®, CFP®

Principal and Founder

Henry is the Principal and founder of Financial Resources, LLC, along with his father, Sam McGee. The two formed their company together in 2013. Henry began his career with New York Life in 2002, immediately upon graduating from Clemson University with a degree in Finance and a minor in Investments. He became the fourth generation in his family, joining his father, grandfather, and great-grandfather, to build a career in the life insurance and investment business.

Henry is passionate about his career, evidenced by the industry boards he serves on, along with his continued learning. He has obtained both the CFP® and CLU® designations, which allow him to have a much deeper understanding of the situations he and his clients work through together.

Henry and his wife Lindsey are the proud parents of three children, Brett (7), Henry (5), and Bo (2). If Henry is not in his office, then you will most likely find him coaching either on the soccer field, basketball court, or baseball diamond. One of the few things he enjoys more than his career is spending time with his growing family as much as possible!

“This is the real secret of life- To be completely engaged with what you are doing in the here and now and instead of calling it work, realize its play.”
- Alan Watts

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Samuel McGee

Principal and Founder

Sam is the Principal and founder of Financial Resources, LLC, along with his son, Henry. Sam began his career with New York Life in 1977 in Augusta, GA. Shortly thereafter he relocated his family back up to Greenville and began building his business from the ground up.

He remains extremely active today, continuously serving his clients and delivering on the promises he has made over his 40 year career. When he’s not in the office though, he is usually chasing his grandkids (8 of them!) or spending time in the mountains or at the beach.

“Accountability is a statement of personal promise, both to yourself and to the people around you, to deliver specific defined results.”
- Brian Dive

Jim Garvin headshot

Jim Garvin

Paraplanner

Growing up in the Youngstown, Ohio area, Jim was taught at an early age to appreciate the value of the dollar and a hard day's work. Throughout his college years, he had some wonderful mentors in his life who directed him in the right direction and instilled in him the entrepreneurial spirit. This led him to studying finance and graduating as a CFP candidate from Youngstown State University.

Upon graduating, he began work as a small business consultant, working alongside small business owners to improve their cash flows, profitability, and to help them understand their customers a little better. Several doors opened and he had the opportunity to move to Saint Louis, MO, where he began working as a financial advisor with Edward Jones. Over time as his experience grew, he created his own firm called "Garvin Planning Co." to help independent financial planners better serve their clients.

On a personal note, he grew up in the BSA and obtained his Eagle Scout which laid the foundation for his adventurous character. He is a big outdoorsman and traveler, and often includes his black lab named Daffodil. Jim’s favorite hobbies in the world are skiing, running, and scuba diving. Every free chance he gets to be outside and enjoying nature, he takes! As a virtual financial planner, he cherishes his location independence and is in the process of working through his personal bucket list.

“Life is either an incredible adventure, or it is nothing at all.”

Amy Holiday headshot

Amy Holiday

Administrative Coordinator

Amy was born and raised in the Greenville, South Carolina area. She graduated from D. W. Daniel High School in 2001. Amy began her insurance career with New York Life in 2011 and has continued her career as an Administrative Assistant to Sam McGee and Henry McGee for the past 7 years. She enjoys reading, cooking, and spending time with long-time boyfriend, Myron, their children, Daniel, Parker, Noah, and Romi, and their two cats, Mac and Tiger.

“The future belongs to those who believe
in the beauty of their dreams.”
-Eleanor Roosevelt