Accruent Wealth Advisors

David is a member of the Alliance of Comprehensive Planners (ACP) a group of fee-only financial advisors serving middle-income clients, and the National Association of Personal Financial Advisors (NAPFA ). Other professional affiliations include N AEA (National Association of Enrolled Agents) as an associate member. David is a member of the Allianc... e of Comprehensive Planners (ACP) a group of fee-only financial advisors serving middle-income clients, and the National Association of Personal Financial Advisors (NAPFA). Other professional affiliations include NAEA (National Association of Enrolled Agents) as an associate member. Outside of the office, David is happily married to his wife, Hannah, a local of Winston-Salem. Together the couple has a golden retriever puppy named Rye. In his spare time, David enjoys eating out, golfing, spending time with family and friends, reading and most importantly rooting on the Hokies in every sport. Nathan was born and raised in Yadkinville, NC. He graduated from Liberty University in Lynchburg, VA with a B.S. in Religion and M.A. in Philosophy. Shortly after graduating, he spent time teaching at Liberty University. He decided on a career change in 2015 into the financial services industry. Nathan completed the Accredited Asset Management Specialist designation through the College for Financial Planning in 2016 and has recently achieved his CERTIFIED FINANCIAL PLANNER® certificate. Nathan and his wife, Kayla, have two children, Lily and Bennett and reside in Yadkinville. Outside of the office, Nathan enjoys spending time with his family on their small family farm, reading, playing golf, and is passionate about all things Duke basketball. Dawn Motsinger, a Triad native, has been with Accruent Wealth Advisors since 2008. She received her degree in Finance and Insurance from Appalachian State University. Prior to joining Accruent, she worked as a third-party pension plan administrator for several local companies. While her children were young, Dawn was fortunate to work from ...Read More