Because our clients have placed their trust in us to help make their goals a reality, we are committed to providing them with exceptional customer service. If you have a problem or need assistance at any time, please call and speak with a member of our staff.
George Starnes has been part of the financial services industry since 1982. George has earned the following
designations: Master of Science in Financial Services (MSFS), Accredited Estate Planner (AEP®), Chartered
Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). He learned early in his career that to
succeed in this business he had to earn each client’s trust, understand their needs, and put their interests
first to design appropriate individualized solutions. George is a graduate of Lander University.
Chad has been a part of financial services industry since 2003 and has continually sought to improve his knowledge and expertise through continuing education and hard work. Chad holds the following professional certifications: CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Certified in Long-Term Care (CLTC). His goal is to advise clients in planning for financial security, in the areas of wealth protection, accumulation, and distribution. Chad is a graduate of the University of South Carolina.
Drew Stevens joined Northwestern Mutual as an intern in 2008 while attending the University of South Carolina, and graduated with a double major in Corporate Finance and Risk Management in 2010. Drew is a securities licensed, insurance agent, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP®), Registered Investment Advisor and holds the Chartered Life Underwriter (CLU®) designation. Born in New York, Drew grew up on Hilton Head Island and intends to call Columbia, SC home for the rest of his life. He serves with the Darla Moore School of Business Alumni Board and the Business Partnership Foundation, The United Way of the Midlands Board and multiple committees, and The American Heart Association (of the Midlands). He and his team are dedicated to serving clients at the highest level, providing retirement planning (specifically, tactical wealth distribution), estate and insurance planning, tax mitigation planning, college funding, and asset management.
Jarrod has been a part of the financial services industry since 2006 when he joined Northwestern Mutual as an intern. Jarrod holds the following professional certifications: CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). He truly enjoys building relationships through collaborative financial planning and the subsequent positive impact that he has on families and businesses. Jarrod resides in Lexington, SC and is a graduate of the University of South Carolina.
David Van De Water has been part of the financial services industry since 1982. Dave has earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) professional designations. He has devoted his career to advising clients regarding wealth protection, accumulation, and distribution. Dave is a graduate of Columbia International University.
Kyle joined our team in 2015 as an Associate Wealth Management Advisor. He is a CERTIFIED FINANCIAL PLANNER™
(CFP®) professional and a Certified Public Accountant (CPA). He serves as an investment and planning specialist
and works closely with our clients for financial planning, assists with account questions, and helps clients
establish and feel comfortable with their online account access. Kyle is a graduate of Anderson College.
Robert joined our team in 2021 after several years in distribution and commercial banking in Greenville. He is excited to settle back in to his hometown. Robert is a graduate of Furman University and Clemson College of Business. He enjoys live music, traveling with his fiancé and friends, and playing with his dog, Lila.
Diane has worked for Northwestern Mutual for 5 years. She now works in our investment operations department. Diane holds her FINRA series 6, 7, and 63 securities licenses as well as her life and health insurance licenses. Diane is a graduate of Texas A&M.
Debbie began working for George Starnes in 1999. Debbie runs the investment operations component of our practice and oversees the day to day operations of our investment accounts including account and trade processing. Debbie holds her FINRA series 6 and 63 securities licenses as well as her life and health insurance licenses. Debbie is a graduate of California State University Fresno.
Mary Kathryn joined Chad’s team in 2010. She holds her Life, Health, and Long-Term Care insurance licenses. At our firm she is responsible for new insurance business coordination. Mary Kathryn works closely with Chad to support him in his roles as a Wealth Management Advisor with G3 Wealth Advisors and Managing Director of Northwestern Mutual’s Columbia district office. Mary Kathryn is a graduate of the University of South Carolina.
Dawn has worked at Northwestern Mutual with George Starnes’ team since 2008. She is responsible for handling client service and marketing. Dawn is our main point of contact for scheduling many of our team members’ schedules. She is a graduate of the College of Charleston.
Grace is a graduate of the University of South Carolina. She joined Drew’s team in 2021 and holds her life and health insurance license. She works closely alongside Drew to support him in his role as a Private Wealth Advisor, and is responsible for client service, insurance, and marketing. Grace serves on the Steering Committee of United Way’s Young Leaders Society.
Logan joined Jarrod Stokes’s team in 2021 after working elsewhere in the insurance industry for a couple of years. Prior to that, he was in the golf business ranging from cart attendant to head golf professional, spanning over 20 years. Logan graduated from Campbell University with a Bachelor’s Degree in Business Administration. When Logan is not working, you can find him enjoying spending family time with his wife and baby boy Carter. He is also a huge Kentucky Wildcats fan. Go Cats!
Christina joined Jarrod Stokes’ team in 2021, where she is responsible for client services, marketing and working closely with Jarrod. After living in Edinburgh, Scotland for 6 years, she recently moved back to her home state of South Carolina and is a graduate of USC-Aiken. Christina currently holds her life and health insurance licenses. She enjoys being outdoors, traveling and cheering on her favorite teams with her husband and their dog, Louis.
Caroline joined Drew and Jarrod’s team in 2021. She graduated from the University of South Carolina, majoring in finance and marketing. Caroline holds her FINRA series 7, 63 and SIE securities registrations as well as her life and health insurance licenses. During her free time she and her fiancé Mike enjoy watching the Gamecocks play.
Tyler joined Drew and Jarrod’s team in 2022. After graduating from The Citadel in 2014 he began his career in the finance industry working for a private wealth advisory practice in Columbia, SC. He is also a former member of the South Carolina Army National Guard. When not working, Tyler enjoys spending time on Lake Murray with his fiancé Meghan and their chocolate lab Lilly.
