Big Investment Services

Daniel Venable is a Series 65-credentialed advisor with two years of industry experience. He is currently with Big Investment Services and previously worked at Boothe Investment Group, Inc. Outside of financial services, he has experience at Beracah Homes, Inc. and Enterprise Rent-A-Car. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach using index mutual funds, ETFs, and select individual equities, and offers distinctive services such as a wrap-fee program and third-party securities class-action claim monitoring.

Anna Hibbitt is a Series 65 credentialed financial advisor at Big Investment Services with four years of industry experience. She previously held multiple roles at Boothe Investment Group, Inc. Outside of advising, she is a partner at Excel Bookkeeping, a nonprofit organization providing consulting, training, bookkeeping, and grant writing services. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million and employs a tactical index investment approach that integrates fundamental, technical, and cyclical analysis to adjust portfolios within client risk tolerances.

David Boothe is a financial advisor at Big Investment Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Boothe Investment Group Inc. His outside business activity includes a partnership in DL FIVE LLC. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach and sponsors a wrap-fee program that combines advisory services with most transaction costs.

Rachel Benton is a financial advisor at Big Investment Services with a Series 65 designation and one year of industry experience. Her prior work includes roles at the State of Delaware and Postal Impact. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million across about 617 client relationships and employs a tactical index investment approach that integrates index funds, ETFs, and select individual equities guided by multiple analytical methods.