Dave joined HB Wealth in 2012 after spending over five years in the banking industry. He previously worked in private banking and risk management roles. He is a Senior Wealth Advisor & Shareholder who serves a diverse client base consisting of working professionals, retirees, and corporate executives.
Dave received a Bachelor of Arts from Clemson University. He completed the University of Georgia’s Executive Program for Financial Planning Certification in 2011 and is a CERTIFIED FINANCIAL PLANNER® professional.
He is engaged in the local community and served as the co-chair of the Trinity Early Learning Center Parents’ Council, volunteered as a Smyrna T-Ball assistant coach, and led Sunday school at Peachtree Presbyterian Church’s Children’s Program. He is active in alumni relations with Clemson University’s chapter of the Phi Delta Theta Fraternity and coordinates their annual golf outing of 100 players on alumni weekend each fall.
Dave enjoys playing golf, attending Clemson football games, following the Atlanta Braves, and spending time with his family at the beach.