Rita and her husband (David) have lived in the upstate since the mid 90's. They have been married for 20+ years and have a 7 year old PLUS 3 grown children, and a Cocker Spaniel. David is a Dave Ramsey endorsed local provider for investing & retirement planning. They attend and are active at Brookwood Church, enjoy working in their yard and family activities in their free time.
Erica had worked as an express banker, assistant bookkeeper & tax preparer. She had prepared taxes in multiple states. Her specialty is assisting families with their personal taxes and find every deduction & credit possible for them. Since 1994, Dave has been helping our investment clients in their pursuit of financial peace.
Erica had worked as an express banker, assistant bookkeeper & tax preparer. She had prepared taxes in multiple states. Her specialty is assisting families with their personal taxes and find every deduction & credit possible for them. Since 1994, Dave has been helping our investment clients in their pursuit of financial peace.
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