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.
David and Jill, his wife of 25+ years live in Anderson, SC, and are the proud parents of three boys… two of which are twins.