Our Team

Gary Deese has been a financial advisor since 2002.  He holds his FINRA series 6, 7, 63 registrations through LPL Financial and 65 registration with Independent Advisor Alliance, LLC. Gary is also Certified in Long-Term Care. He graduated with a BSBA in Marketing from Western Carolina University in 1984. Gary is married to Dianna Deese with two children:  Alexis and Sara. Gary is a member of and has served on boards for Lake Murray Lions Club, Lexington Rotary, Lexington Baptist Church, The Shepherd's Center, and the Lexington Chamber of Commerce. He is also a member of Business Networking International, and currently serves as President of the Lexington Rotary Club and is Chairman of the Board of Trustees for Lexington Baptist Church. Gary’s personal interests include golf, tennis, and woodworking.

Lisa has been with Crescent Financial Group since November 2011.  She attended Temple University, and prior to moving to Lexington in 2005, her professional career has included being a Comptroller for various businesses and owning a bookkeeping business.  Lisa is married to Allen Taylor and has four children:  Brittany, Jordan, Lexi and Greyson.  Lisa's personal interests include whitewater rafting, cake decorating, reading and sewing.

Ryan Tripp has been a financial advisor since 2005.  He joined Crescent Financial Group in 2014 and opened our Aiken location. Ryan holds his FINRA series 7 and 63 registrations through LPL Financial, and 66 registration through Independent Advisor Alliance, LLC. He graduated with a BA in Business Management from Augusta State University. Ryan is married to Dana Tripp and together they have 6 children & referred to as the modern day Brady bunch.  He is a member of True North Church.  Ryan’s personal interests are: spending time with family, Hunting, Fishing and tinkering on his farm.

Timothy A. Moore, CFP®, has been serving clients as a financial advisor since 2002. He holds FINRA Series 7 registration through LPL Financial and 65 registration through Independent Advisor Alliance, along with multiple state life and health insurance licenses. Tim specializes in retirement planning, asset management, multi-generational legacy planning, and tax-efficient wealth strategies. He also provides tailored financial guidance to small businesses and regional banking institutions.

Originally from Pennsylvania, Tim grew up along the shores of Lake Erie, where he enjoyed skiing, golfing, dirt bike riding, and camping. He earned the rank of Eagle Scout with Troop 57 — an experience that helped shape his strong work ethic and commitment to service.

Today, Tim’s greatest joy is spending time with his 11-year-old daughter, Riley. Together they enjoy traveling to zoos, skiing, golfing at their local course, and horseback riding whenever they have the opportunity. Riley’s love for animals and her dream of becoming a zookeeper continue to inspire many of their adventures.

Sharon Herman is a financial advisor based in Dunedin, Florida, with more than two decades of experience helping individuals and families pursue their financial goals. Since beginning her career in 2002, she has been recognized for her leadership, client service, and commitment to her community.

In 2024, Sharon received the Executive Level award from Independent Advisor Alliance. She was named Business Person of the Year by the Tampa Bay LGBT Chamber of Commerce in 2016 and also received the Voices of Pride Award from the Tampa Bay Business Journal that same year. In 2014, she was a top-five finalist for the Tampa Bay Business Woman of the Year award in the financial sector, recognizing excellence in customer satisfaction, business practices, and community service. She was also featured in the Tampa Bay Business Journal's Book of Lists in 2013 and 2015.

Outside of the office, Sharon enjoys traveling, reading, and spending time with her family. She serves on the Board of Directors for the Dunedin Chamber of Commerce and participates on the Dunedin Board of Finance advisory committee. Sharon earned a Bachelor of Science from Eastern Michigan University and holds the Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Planning Counselor℠ (CRPC®), and Accredited Domestic Partnership Advisor℠ (ADPA®) designations through the College for Financial Planning.

Angie joined the Crescent Financial Group team in April of 2019 as the Operations Assistant.  She has a strong background in banking, property and casualty insurance and property management.  She was born and raised in Lexington County and is married to James Spencer with 5 children together:  Alexis, Tristan, Evan, Madisan and Peytan.  Angie's personal interests include gardening, painting, reading and DIY projects.

Elizabeth Abbott brings more than three decades of experience in education, leadership, and administration to Crescent Financial Group. For 26 years, Elizabeth served as a middle and high school administrator, where she developed strong communication, organizational, and leadership skills that now support her role as Administrative Assistant.

Elizabeth earned her Bachelor of Science in Secondary Education from Presbyterian College and her Master of Education in Secondary School Administration from the University of South Carolina. Her extensive background in education and administration allows her to provide thoughtful support to both our team and our clients.

Originally from Marion, South Carolina, Elizabeth has called Lexington, South Carolina, home for the past 20 years. Outside of work, she enjoys exercising, reading, spending time at the beach, and making memories with her family and her miniature long-haired dachshund, Lucy.

Michele Chisholm is our administrative assistant.  She came to Crescent Financial Group following a 20-year career as a medical transcriptionist.  Michele and her husband, Michael, have two children, Michael and Camille, and a new son-in-law, Walter.  Michele is a lifelong seamstress and needlework artist and is always busy in her studio creating for herself and others.