David Koppenheffer is a CFP® and Series 65-licensed advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He previously worked at Dixon Hughes Goodman Wealth Advisors and FORVIS Wealth Advisors. He serves on the advisory board of MICAH Program, Inc., a nonprofit that provides financial assistance and education, where he contributes to marketing and investment oversight on a voluntary basis. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits, offering financial planning, investment management, and consulting services. The firm employs a customized investment approach focused on asset allocation and diversification, combining active and passive strategies within an integrated service model that includes tax, accounting, and family-office support through its parent company.

Steven Phillips is a CFP® practitioner with five years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previous experience at FORVIS Wealth Advisors LLC, Dixon Hughes Goodman Wealth Advisors LLC, and Greenleaf Trust. He is based in Greenville, SC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm emphasizes customized asset allocation and a disciplined investment approach that integrates active and passive strategies and offers coordinated services alongside tax and family-office solutions.