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YOUR TEAM
Our Team
BRIAN BOUGHNER | Principal
ANTHONY MAHFOOD | Principal
GREG TOWNER | Chief Investment Officer
STEVEN TOLLESON | Partner
JORDAN ROBERTS | Director of Financial Planning
NANCY GLADDEN | Client Service Manager
VICTORIA LATHAM | Director of Operations
DAVID CHUDYK | Financial Advisor
PEYTON HOPPES | Financial Advisor
DAVID CHUDYK | Financial Advisor
David began his career in the financial services arena in 2002. In 2005, David had the opportunity to purchase an insurance and financial services agency in Seneca, SC and later, in 2006 obtained the prestigious Certified Financial Planner(tm) designation.
David believes that it is his duty to shepherd his clients. He empowers them to make the best possible financial decisions for the reasons that are important to them. By developing plans and strategies for business owners and individuals for all areas of financial planning, such as investment planning, risk management, tax planning, estate planning, etc., David believes that he can help his clients’ overall financial wellbeing. In order to promote sound financial planning principals to the masses, David started The Weekly Wealth Podcast in 2020
As an entrepreneur, David has held to the philosophy that “we all need to do our parts to make the world a better place.” He heads a financial literacy program for The Foothills Care Center. David is the current President of the South Carolina Chapter of the Financial Planning Association.
David and Jill, his wife of 20+ years live in Anderson, SC and are the proud parents of three boys… two of which are twins. Through the busyness of their family and professional lives, David and Jill have always strived to remain active. David has run five marathons, completed the 300 mile ride4life cycling event twice, and completed the 100+ mile Assault on Mt Mitchell twice. In his previous career, David was a Tennis Professional and has taken the game back up after a 19 year absence.
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