Dave Nelson, MBA, CRPS^®, AIF^®, QKA

Director of Retirement Plans

Dave brings more than 25 years of financial experience to the firm, with more than 15 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. He regularly attends American Retirement Association (ARA) conferences such as the NAPA Summit and DC Fly In and is actively advocating for employers and their employees with our elected leaders in Washington DC. Dave earned his Bachelors in Family Financial Management from Ohio State University, and an MBA in International Business from Xavier University.

Dave lives in Asheville, North Carolina, with his wife Margo and their Bernese Mountain Dog, Solomon. He enjoys 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.