Headland Capital

David Upchurch is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at firms including LPL Financial, Maryland Financial Group, and Barnett Wealth Advisors before joining Headland Capital, where he is currently part of a team of ten advisors. Upchurch also operates Upchurch & Corn Advisors. Headland Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as various entities such as family offices and private foundations. The firm employs a client-driven investment approach focused on fundamental analysis with a long-term orientation, managing approximately $559 million across about 637 clients.

John Plaugher is a financial advisor at Headland Capital with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Maryland Financial Group, LPL Financial, and Barnett Wealth Advisors. Plaugher is also active as an insurance agent through Barnett Wealth Advisors. Headland Capital is an investment advisory firm with a team of ten advisors serving individuals, high-net-worth clients, and various entities including family offices and corporate entities. The firm emphasizes a client-driven investment process grounded in fundamental analysis and offers personalized financial planning, portfolio management, and retirement plan advisory services.

Susan Dixson is a CFP® with 31 years of industry experience, currently serving at Headland Capital. Her prior roles include positions at LPL Financial, Maryland Financial Group dba Coastal Wealth Management, Bank of America, and Merrill. Outside of her advisory work, she volunteers with Hospice Interim Healthcare and serves as executrix for a family estate. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, high-net-worth clients, family offices, trusts, estates, and corporate entities. The firm offers personalized financial planning, portfolio management, and retirement plan advisory services, managing approximately $559 million across about 637 clients.

Alexander Day is a financial advisor with Headland Capital in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Headland Capital, he worked at LPL Financial LLC and Northwestern Mutual Wealth Management Company. Outside of advising, he is employed with Uber Eats. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, corporate entities, donor-advised funds, and qualified retirement plans. The firm offers personalized financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, managing approximately $559 million for around 637 clients.

Byron Stahl is a financial advisor at Headland Capital with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Maryland Financial Group. Stahl is involved with Coastal Wealth Management and Denooyer Direct Insurance, focusing on insurance products and related activities. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, family offices, trusts, estates, and various entities. The firm employs a client-driven investment process emphasizing fundamental analysis and long-term orientation, managing approximately $559 million for around 637 clients.

Morgan Crawford is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Headland Capital, LLC and has previously worked at Maryland Financial Group, LPL Financial, and PM Financial Group. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, and various entities such as family offices and trusts. The firm offers personalized financial planning and portfolio management with a client-driven investment process focused on fundamental analysis and a long-term orientation.

Tyler Corn is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Headland Capital. He has previously worked at LPL Financial and Maryland Financial Group and has operated as an independent insurance agent for over a decade. Corn is active in nonprofit and public pension board roles, including serving as board chair for Hope Haven and as a board member of the City of St. Augustine General Employees Retirement Board. Headland Capital is a registered investment adviser team of ten advisors serving individuals, family offices, trusts, and a variety of entities. The firm offers personalized financial planning and portfolio management with a client-driven investment process focused on fundamental analysis and long-term orientation.

Margaret Emmet is a financial advisor at Headland Capital with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Barnett Wealth Advisors and LPL Financial. Emmet serves on the executive board of the Jacksonville History Center. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, high-net-worth clients, and various entities such as family offices and private foundations. The firm employs a client-driven investment process focused on fundamental analysis and a long-term orientation, managing approximately $559 million across diverse asset classes.

Matthew Mccloghry is a financial advisor at Headland Capital with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Colonial Church, and Weeden & Co. LP. Outside of his advisory role, he is involved with Rose Bay Capital LLC and maintains employment with Colonial Church. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, and various entities such as family offices, trusts, and private foundations. The firm offers personalized financial planning, portfolio management, and retirement plan advisory services, employing a client-driven investment process focused on fundamental analysis and a predominately long-term orientation.

Eric Cox is a financial advisor with Headland Capital who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes roles at Maryland Financial Group, LPL Financial LLC, and Atlantic Coast Advisory Group of Charleston. Outside of advising, he hosts the local radio show "Beyond The Business" and serves as Chair of the Advancement Committee for the College of Charleston Foundation. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and corporate clients. The firm offers personalized financial planning and portfolio management using a client-driven investment process focused on fundamental analysis and predominantly long-term strategies.