Meet Our Team
Since 2003, David has been helping clients to make wise financial and risk management decisions. Being a Certified Financial Planner™, David enjoys helping clients to formulate effective financial and risk management strategies.
David is also the proud father of 3 boys and has been married since 1999.
Giving back has always been important to David. The office has won the United Way of Oconee County's small business of the year for giving each year since 2013. The office has also won Nationwide's upstate community service award on several occasions.
Cindy has over a decade of experience helping personal lines and commercial lines clients to make the best possible risk management decisions. Cindy uses her expertise to help her clients to identify any holes in their current coverage and she coachesthem on how to fill the holes.