About

 As a financial planner with offices in Greenville and Seneca, South Carolina, David has been helping clients with investments and financial planning issues since 2005. David began his career in the financial services arena in 2002. In 2005, he had the opportunity to purchase a property and casualty insurance agency, and in 2006, he obtained the prestigious Certified Financial Planner™ designation. In 2019, he joined a fiduciary wealth management firm, where he now spends most of his time helping clients solve complex financial and investment problems. 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. As a financial agency owner himself, David understands that owning a business creates financial complexities. With tax laws, markets, and your own financial situation constantly changing, it can be difficult to keep up. By developing plans and strategies for agency owners for all areas of financial planning, such as investment planning, risk management, and tax planning, David believes that he can help his clients’ overall financial wellbeing. He knows the industry and what it is like to run an agency, and he is dedicated to bringing his expertise and innovative financial solutions to clients in situations he personally has experienced.

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 giving on several occasions.

David and Jill, his wife of 20+ years livein 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.