David began his career in the financial services industry in 1981. Prior to that, he received a B.S. in Business Administration from the University of South Carolina. In an effort to better himself and provide a better service to his...

Wister plays a vital role in managing our firm’s insurance services, specializing in life insurance. As the newest member of the Milestone Wealth Advisors team, Wister ensures our back office operations run seamlessly. As David’s son...