Charles grew up in Charleston attending Charleston Day School and Porter-Gaud. After a decade working for Fortune 500 Corporations, Charles started Crescent Insurance Advisers in 2010. He empathized with the struggles that both coastal property and business owners endure in seeking proper insurance and saw an opportunity to start a business focused on educating customers about the industry and how it can work for them. Integrity, trustworthiness, and a drive to constantly improve are traits that are central to Charles’ views in life and business. His focus is on the client’s best interest for now and the future.
Charles is a member of the SC Maritime Association, The Propeller Club of Charleston, the Independent Insurance Agents & Brokers of South Carolina, the Independent Insurance Agents and Brokers of Greater Charleston, and served as President of the Porter-Gaud Alumni Association Board.
Matthew grew up in Charleston and graduated from Charleston Day School and Porter-Gaud School. His next step took him to Hampden-Sydney College where he graduated cum laude with Honors in History in 2001. Before graduation, Matthew was fortunate enough to attend St. Anne’s College, University of Oxford in Oxford, England. After a stint in hotel management, Matthew pivoted to commercial insurance and joined a large bank owned insurance agency in 2007. Upon leaving in 2015, he joined a small regional agency until 2019 when he teamed up with Charles Cole to grow Crescent Insurance Advisers.
Matthew has served on many local non-profit boards and resides on James Island with his wife, son & dog.
Julie grew up in the Charleston area and attended the University of South Carolina at Aiken where she graduated with a degree in accounting. After starting & selling a private business of her own, Julie entered the insurance business in the accounts receivable department at a large national wholesale brokerage firm and moved to the commercial underwriting side of the company.
After seven years there, Julie moved to a smaller local agency and then joined Crescent Insurance Advisers at the beginning of 2020 in her current role as Personal & Commercial Lines Account Manager.
Julie is active in her community, has two grown sons & resides in Summerville.