With nearly 10 years of experience in the financial industry, Dave left his first career as a stock analyst and writer to answer a question no economic forecast or company annual report could answer: What is the money for?
“Only you know what’s important to you,” he says. “Achieving a great investing experience means identifying and directing our resources in pursuit of the things that mean the most to us.”
Dave is a graduate of Barton College and joined DHG Wealth Advisors Greenville, SC office in 2016. He began his career as a stock analyst and writer focusing on income investing, insurance companies, and real estate investment trusts (REITs).
Dave is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about helping individuals and families achieve their goals through holistic financial planning. Today, Dave works primarily alongside those nearing or in retirement navigate unique investing and tax considerations as they transition from building their nest egg to utilizing it.
Dave is also a member of DHG Wealth Advisor’s communications committee developing DHGWA podcasts and web videos.