Staff
Because David Van De Water's clients have placed their trust in him to help make their goals a reality, he is committed to providing them with exceptional customer service. If you have a problem or need assistance at any time, please call and speak with a member of David Van De Water's staff: Roy Simmons, Debbie Mogan, Martha Werth, or Dawn Cook.
 |
Roy C Simmons CPA, PFS, CFP®, ChFC®, CLU®, CASL®
Associate Wealth Management Advisor
roy.simmons@nmfn.com
803-254-0133 xt 3025 Roy graduated from Emory and Henry College in 1978 with a Bachelor of Arts degree in Psychology. He has since achieved the following designations: CPA, PFS, CFP®, ChFC®, CLU®, and CASL®. Roy also holds the Series 7 and 66 securities licenses as well as the South Carolina Life and Health license. Prior to joining our staff, Roy worked in the insurance industry in various management capacities and as the Chief Financial Officer of a sales organization. He meets our clients’ needs in the 401(k), investment, and financial planning arenas. You can e-mail Roy at roy.simmons@nmfn.com |
Dawn M Cook
Administrative Assistant
dawn.cook@nmfn.com
803-254-0133 xt 3100
Dawn Cook is our office support person. She does scheduling and takes care of policy service work. You can e-mail Dawn at: dawn.cook@nmfn.com
|
|
|
Debbie K Mogan
Associate Financial Representative
debbie.mogan@nmfn.com
(803) 254-0133 x3051
Debbie Mogan handles ongoing client needs in the investment area. She holds her life & health insurance license as well as her securities series 6 and 63, related to variable and mutual fund products and has been with the Northwestern Mutual Financial Network for 10 years. Her role now revolves around managing the ever changing and rapidly growing Northwestern Mutual Investment Services, LLC area of our business.
You can email Debbie at debbie.mogan@nmfn.com
|
|
|
Martha E Werth
Associate Financial Representative
martha.werth@nmfn.com
(803) 254-0133 x3001
Martha Werth oversees Life, Disability Income and Long Term Care case management and she assists with office administration and marketing. She holds her South Carolina Life and Health license and has been with the Northwestern Mutual Financial Network for 8 years.
You can email Martha at martha.werth@nmfn.com
|
|
|
|
As representatives of Northwestern Mutual, Wealth Management Advisors can offer insurance products and brokerage services, in addition to the investment advisory services offered through Northwestern Mutual Wealth Management Company. Wealth Management Advisors assemble a team of staff members to assist them in serving client needs. Staff members may represent certain companies associated with Northwestern Mutualin order to support Wealth Management Advisors but may not represent all companies. As a team, Wealth Management Advisors and their staff are committed to helping clients achieve financial security.
