Dave Nelson, MBA, CRPS®, AIF®, QKA
Director of Retirement Plans
Dave brings more than 20 years of financial experience to the firm, with more than 14 years specifically working within Retirement Plans. Dave holds the Chartered Retirement Plans Specialist designation, as well as the Accredited Investment Fiduciary, and Qualified 401(k) Administrator designations. Dave earned his Bachelors in Family Financial Management from Ohio State University, and an MBA in International Business from Xavier University.
Dave lives in Sylva, North Carolina, with his wife Margo and their Bernese Mountain Dog, Solomon. He enjoys spending time exploring restaurants, hiking the mountains of Western North Carolina, and Yoga. Dave has spent a lot of his time volunteering with organizations abroad such as Addis Ababa, Ethiopia, providing hospice care through Missionaries of Charity, and with Global Volunteers teaching English to children in Chennai, India.
Dave Nelson,
CRPS®, AIF®, QKA, MBA
Director of Retirement Plans
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Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
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