Greenville, SC Office

David Koppenheffer is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held roles at FORVIS Wealth Advisors LLC and Dixon Hughes Goodman Wealth Advisors. He serves on the advisory board of MICAH Program, Inc., a nonprofit providing financial assistance and education. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser that offers financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates tax and accounting services through its affiliation with Forvis Mazars, LLP.

Steven Phillips is a CFP® professional with five years of industry experience, currently advising at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Greenleaf Trust and Dixon Hughes Goodman Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.