Meet Our Team

Thomas Herlong Headshot

Thomas Herlong, CLU®, ChFC®, CLTC

Managing Partner

Thomas Herlong serves as Managing Partner for The Herlong & Doran Financial Group which specializes in providing investment advice for business owners and clients planning retirement. Thomas learned the meaning of team work and discipline from the family farm and that ethic transcends to the values that he shares for his family, his clients and his community.

He is among a small group of financial advisors who have been trained to use the Financial EKG process which follows proven steps to develop a customized plan that is designed to meet the needs and objectives of his clients. This process targets the actions needed to address the importance of proper asset allocation and finding the balance between pre-tax and post-tax allocation strategies.

Personal background: Thomas has been working as a financial advisor since 1993. He grew up on the family farm in Johnston and graduated from Clemson University with a B.S. in 1993. He still lives on the family farm with his wife, Jane, who is a former Miss SC and works as a professional speaker. They have two children, Holmes and Caroline. Thomas holds advanced professional designations as a Chartered Life Underwriter, Chartered Financial Consultant and Certified Long Term Care. He serves on the executive committee for The Piedmont Technical College Foundation Board and also serves on the SC Fellowship of Christian Athletes Foundation Board.

In addition, he is Life Member of the Million Dollar Round Table1, member of the National Association of Insurance and Financial Professionals, and member of Harmony United Methodist Church. Thomas has a passion for providing value to his family, his friends and his clients. Helping his clients manage risks and provide financial security for themselves and their families is one of the most satisfying accomplishments achieved.

Learn About My Credentials

Andrew Doran Headshot

Andrew Doran

Partner

Andrew is a Partner with The Herlong & Doran Financial Group, LLC, which provides financial planning advice through Eagle Strategies LLC, for affluent individuals, executives, and business owners. He began his career with New York Life in 2010 after graduating from the University of South Carolina at Aiken. Andrew graduated with a degree in Political Science and a minor in Business. He has continued his education since becoming a NYL agent. Andrew has successfully taken and passed the FINRA Series 6,63,66, and 7 exams.

Andrew was named New Org Agent of the Year for the Charlotte General Office for 2013. He is a consistent Council Qualifier which is reserved for the top agents in the company. He is also a qualifying member of the Million Dollar Round Table1. * Andrew is proudly a member of the National Association of Insurance and Financial Professionals. In September of 2013 Andrew partnered with long time successful agent, Thomas Herlong, in forming the Herlong & Doran Financial Group, LLC.

Andrew has a strong passion for helping people achieve financial independence. Andrew is always pushing himself to become a more knowledgeable advisor to further help his clients. Bringing value to his clients is Andrew's only priority.

Andrew's greatest achievement is marrying the love of his life Joanne in July of 2012. They love living in Aiken, SC and have now settled in Woodside Plantation.

Kinsli Parkman Headshot

Caroline Herlong Turner

Associate

Caroline Herlong Turner is an Associate at The Herlong & Doran Financial Group, LLC. Following in her father’s footsteps, Caroline decided to go into the financial services industry. She is licensed to practice in multiple states. Caroline is a hard worker who serves and builds professional relationships with her clients. She has been continuing her education since becoming a NYL agent.

Personal Background: Caroline is a cum laude graduate from Clemson University with her bachelor's degree in Communication Studies. She was a member of three different honor societies, a sorority, and Fellowship of Christian Athletes where she was active in planning events and volunteering. Caroline continued her education at the College of Charleston where she graduated as an honor student with a master’s degree in Public Administration. During her time at the College of Charleston, she worked as a Graduate Assistant for the Community Assistance Program. Caroline worked at a nonprofit for approximately and year and a half where she was a Development Officer. During this time, she was responsible for relationship cultivation with new as well as existing donors. Caroline also developed and implemented fundraising and program strategies. In the fall of 2015, she married Drew Turner, who works at Savannah River Remediation as a Senior Production Operator.

She is dedicated to serving God and helping His people in planning for both the expected (family planning, retirement, wealth accumulation, etc.) as well as the unexpected (risk protection). 

 

Kinsli Parkman Headshot

Maggie Rosier

Office Manager

Maggie Rosier joined The Herlong & Doran Financial Group, LLC in 2016. She became the office manager in 2017. She has a BA in Business Administration with a concentration in Management from the University of South Carolina Aiken.

Maggie and her husband, Mark, have three children: Connor, Collins and Camden. When not at the office, she enjoys spending time with her family and friends. 

 

1The Million Dollar Round Table is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.