Empowering families to be faithful stewards of their finances to achieve their life goals and leave an enduring legacy.
To be the most successful independent wealth management practice in eastern North Carolina.
1. Inspiring people to envision a fulfilling life.
2. Empowering people to pursue their life goals.
3. Reflecting God’s love and grace.
Dave’s entire life led him into the career he has today. It all started when 12-year old Dave sold a steer at a 4H fair. His father was so proud of his son, that the next day he took him to see a financial advisor. That day Dave’s father helped him to invest the money he had made.
Young Dave began to realize the influence of money, and how it could change your life when you invest it wisely. All of these lessons of financial independence were learned by watching his father and uncle, who were both farmers. Dave saw how money could influence the ability to help others. His mother could donate half her time to the church, as well as making charitable contributions. This was all possible because of his father’s financial investments.
Dave’s Career is Discovered
The choice to become a financial advisor did not click with Dave until his college years. He remembers pondering which road to take for his future. Would he continue his family farm, or branch off on a new adventure. It was not until one day, sitting in his fraternity meeting listening to a guest speaker.. That he realized his passion.
The speaker was a former brother, who had become a financial advisor. The advisor said the first thing to know when becoming a financial advisor is that it’s all about investing. This brought Dave back to his first initial investment as 12-years old. The second was helping people, and Dave realized this went alongside investing. If you are good at investing, you can help people achieve their influence and financial goals. This is how Dave discovered his passion, and began his career in Wealth Management.
Dave and his team created a system to help those who want to find their WHO’s, and this was called “The True Influence Formula”
Since 1988 Dave has helped business owners and families achieve all the things important in their financial life by serving as their key advisor. In 1994 he moved to Greenville, NC and in 1997 attained the CERTIFIED FINANCIAL PLANNERTM certification. He was affiliated with Raymond James Financial Services from 2012 to March of 2018. April 2018 he opened my independent advisory firm, Capital Developers, LLC, dba. Milestone Wealth.
Dave married to Michelle who is originally from LaGrange, NC and they have two sons, Jackson and Dylan. For the past 11 years, Michelle is a co-owner of a Pilates studio called The Absolute Studio.
Their family actively supports many local charities and Michelle and Dave feel blessed to be in businesses where we change people’s lives for the better.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I am proud to have grown up in and call Eastern North Carolina my home. My early years were spent in the Greenville area where I enjoyed sports and being in the outdoors. I attended D. H. Conley High School and then went on to study at the University of North Carolina Wilmington (UNCW). While I was at UNCW I was a member of the Honors College, the Student Government Association and various other student organizations in which I held numerous leadership positions.
In my junior year I was elected and served as the Student Body President of UNCW. During that time, I was the head of the Student Government Association and the only student member of the Board of Trustees. My team and I worked to improve the overall student experience and make a difference in the surrounding community.
In May of 2020 I graduated Summa Cum Laude from UNCW with a double major in Supply Chain Management and Business Analytics. I then began my professional career as a Supply Planner for Georgia-Pacific working within their Dixie Consumer Products Division. In March of 2021 I joined the Milestone Wealth team and plan on being heavily involved in civic, professional and faith-based communities. I look forward to serving the Eastern North Carolina area and improving the lives of those who call it home.
I was born and raised in Greenville, North Carolina and attended South Central Highschool. I graduated from East Carolina University with a Bachelor of Fine Arts, concentrating in Textiles.
I serve as a women’s small group leader at our home church Open Door and volunteer monthly with other ministries to help feed the homeless every month. Fitness and weightlifting are also passions of mine as I live a highly active lifestyle. I enjoy spending time with my family and crocheting in my free time.
My husband Mark and I have been together since 2009. Mark is from Sterling, Virginia and is a U.S. Army combat war veteran. He is a Rehabilitation Technician who services wounded veteran’s mobility equipment all over eastern North Carolina. Together we have two daughters, Amelia and Evelyn, along with our two rescue dogs, Gene and Laina.