As a financial planner with offices in Greenville and Seneca, South Carolina, David has been helping clients to build wealth since 2005. David began his career in the financial services arena in 2002. In 2005, David had the opportunity to purchase an insurance and financial services agency in Seneca, SC, and later, in 2006 obtained the prestigious Certified Financial Planner designation. During his career, David has won numerous company and local awards.
David believes that it is his duty to shepherd his clients by empowering them to make the best possible financial decisions for the reasons that are important to them. By developing plans and strategies for business owners and individuals for all areas of financial planning, such as investment planning, risk management, tax planning, estate planning, etc., David believes that he can help his clients’ overall financial wellbeing.
As an entrepreneur, David has held to the philosophy that “we all need to do our parts to make the world a better place.” He is currently heading a financial literacy program for the Foothills Care Center and is on the Board of Directors of Crimestoppers of Oconee County. David has won the United Way of Oconee County’s small business of the year for company giving on several occasions.
David and Jill, his wife of 20+ years live on Lake Hartwell in Anderson, SC, and are the proud parents of three boys… two of which are twins. All three boys are very active in club soccer. Through all of the busyness of their family and professional lives, David and Jill have always strived to remain active. David has run five marathons, completed the 300 mile ride4life cycling event twice, and completed the 100+ mile Assault on Mt Mitchell twice. In his previous career, David was a Tennis Professional and has taken the game back up after a 19-year absence.