David J Van De Water, CLU®, ChFC®

Wealth Management Advisor

My Team

Because my clients have placed their trust in me to help make their goals a reality, I am 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 my staff: Dawn Cook,  Debbie Mogan, Martha Werth, Kyle Lewis, or  Roy Simmons.

 

 
Debbie Mogan

Debbie Mogan

Associate Financial Representative
Office 803-254-0133 ext. 3051

803-254-0133 ext. 3051

Debbie serves as the investment operations support person for my practice.  She is FINRA registered with Series 6 and Series 63 securities licenses, and has been with our practice since 1999. 

 
Dawn Cook

Dawn Cook

Client Service Associate
Office 803-254-0133 ext. 3028

803-254-0133 ext. 3028

Dawn manages client review scheduling and assists with policy owner service, client relations, marketing, and administrative tasks.  An alumna of the College of Charleston, Dawn joined our practice in 2008.

 

 
Kyle Lewis

Kyle Lewis, CPA, CFP®

Associate Wealth Management Advisor
Office 803-254-0133 ext. 3007

803-254-0133 ext. 3007

Kyle meets with clients to discuss financial planning and joined our practice in 2015.  He holds a Bachelor of Science degree in Accounting from Anderson University and a Master’s in Accounting from the University of South Carolina. Prior to joining our firm, Kyle worked in public accounting and earned his Certified Public Accountant designation.  He also holds the Series 7 and Series 66 securities licenses, the SC Life and Health and Long Term Care licenses, and is a Certified Financial Planner.

 
Martha Werth

Martha Werth

Associate Financial Representative
Office 803-254-0133 ext. 3001

803-254-0133 ext. 3001

Martha oversees Life, Disability Income, and Long Term Care case management and assists with office administration and client relations.  She joined our practice in 2004, and holds her SC Life, Health, and Long Term Care licenses.

 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck