Certified Financial Planner™
Since 1994, Dave is a Certified Financial Planner™ who helps our investment clients in their pursuit of financial peace. His 25 years of financial planning experience is invaluable as we help our clients pursue financial peace in their golden years. We would love to be in your corner too... coaching you toward financial peace.
Michelle has been involved with the insurance and financial services industry since 1997. She understands the role of budgeting in financial planning having been a single mom. She is a Dave Ramsey Certified Master Financial Coach™ and can assist you in becoming debt-free.
Brian has a passion for helping clients protect their loved ones when life happens. He became a financial advisor in 1989 and opened his own office in 1994 right here in Simpsonville. His financial planning experience, knowledge of retirement planning, and tenure (experience) bring you confidence in choosing us.
Rita focuses on assisting our clients with tax preparation. Rita has been involved in our customer service department for over 20 years and deeply enjoys interacting with our customers. Rita specializes in individual and family income tax preparation and works closely with our financial coaches and planners to minimize our client's tax burden.
We have helped 100+ families retire confidently, are you ready to retire with financial peace of mind.
- EXPERIENCE - 25+ years helping individuals/families move from anxiety to feeling confident about their finances and future.
- QUALIFICATIONS - both a Certified Financial Planner™ and a Certified Master Financial Coach on staff, we can help those just starting their journey as well as those who have complex financial needs.
- REFERENCES - We have earned Dave Ramsey's stamp of approval as a Smartvestor Pro, which means you can be confident in our common-sense approach.
- BACKGROUND - The list of local Smartvestor Pro's can change monthly, we are the longest-tenured and most experienced Smartvestor Pro in the Upstate of South Carolina.
Masters Financial Group
We proudly serve customers all over the Upstate of SC. Whether you live or work in Greenville, Spartanburg, Easley, Piedmont, Williamston, Anderson, Clemson, Powdersville, Mauldin, or Laurens Counties we can help you.
If you want your money to work as hard for you, as you did to earn it, then we are the firm for you.
Those who simply earn income and pay bills are not engaged in the process of financial planning, THAT’S SURVIVAL!
If you are sick and tired of “surviving” then you owe it to yourself to work with financial advisors who can give you the tools to get what you want most out of life.