David is the co-founder of Carolina Wealth Management, Inc. He is a senior investment advisor to individuals and chairs the firm’s Investment Committee. For over 20 years, David has written investment articles, hosted seminars and has been involved in helping individuals develop prudent investment practices for their investment and retirement accounts. In 2018, he was interviewed and published in an article, “Educating the Public on Investing Leads to a Successful Wealth Management Firm,” in the January edition of Advisors Magazine.
David is certified as an Accredited Investment Fiduciary (AIF), by the Center for Fiduciary Studies in association with the University of Pittsburgh's Center for Executive Education. He received a BS from Appalachian State University and an MBA from East Carolina University.
David was born and raised in Greensboro, NC. David and his wife, Lori have three children and currently live in Greenville, NC. He is active in the community and has participated on many local and national boards and committees. In his spare time, he enjoys spending time with his family, playing golf and hockey, and traveling.
Derek is the co-founder of Carolina Wealth Management, Inc. He serves as a senior investment advisor to individual and corporate clients. Derek also serves as the firm's liaison with other professional advisors in the area of tax, estate and charitable planning.
As a former U.S. Marine, Derek believes that integrity and transparency are the most important characteristics in a financial advisor. Therefore, he devotes most of his time to educating the public about the "dark secrets" of the brokerage industry. He learned these secrets while working for two national brokerage firms, prior to joining a local independent investment advisory firm.
Derek is actively involved in several community activities including the East Carolina Economics Advancement Council, Southern Pines Rotary Club, Boys and Girls Club of the Sandhills and the Moore County Chamber of Commerce.
Derek lives in Pinehurst with his wife, two children and two dogs.
Duff is the Director of Qualified Plans at Carolina Wealth Management. He is dedicated to helping plan sponsors understand and remain compliant in the changing regulatory environment.
Additionally, Duff has written several articles and presented to management and human resource organizations on ways to improve your qualified plan. The most popular, Five Steps to a Better Retirement Plan, is a step-by-step guide for plan sponsors to build a better 401k plan. Duff remains a consistent advocate for the plan sponsor, the plan participant and a transparent retirement plan industry.
Duff is certified as an Accredited Investment Fiduciary (AIF). AIF designees are trained in investment fiduciary responsibility and portfolio management.
Duff lives in Pinehurst with his wife and enjoys fishing, golfing and reading.
Jonathan is a Qualified Plan Consultant at Carolina Wealth Management. Jonathan has twenty years of experience working in the financial services industry assisting small to medium size companies in North Carolina. He has also been a Certified Financial Planner™ practitioner since 2004.
Actively involved in the Triangle since 1998, he has been through the Leadership Cary program, served on the board of the Lucy Daniels Center and volunteered in the past with the MS150, Jaycees, Junior Achievement and Raleigh, Cary and Garner Chambers of Commerce.
Born and raised outside of Charlotte, Jonathan received a Bachelor of Arts degree in economics from N.C. State University. He currently resides in Chapel Hill with his wife, daughter, three dogs, two cats, ten chickens and six goats. He enjoys hiking, mountain biking, fly fishing and working on his mini-farm.