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.
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.
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.
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.
Jennifer joined G3 Wealth Advisors in 2019. She holds her life and health insurance license and spent several years working in the insurance industry prior to coming onboard. At our firm she works primarily with core products is responsible for new insurance business underwriting. Jennifer 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.
Van joined Northwestern Mutual in March of 2019. He holds his SC Life and Health Insurance & Series 7 registrations, and has four years of experience working in the personal finance industry. Van's main responsibilities include managing investment client relations, as well as organizing client data into comprehensive financial plans. Van is a proud graduate of Clemson University and enjoys attending games with his family during football season. Go Tigers!
Erin joined Jarrod and Drew’s team in 2020 to assist with marketing and client relations. She holds her SC Life and Health Insurance license. Erin is a proud two-time graduate of the University of South Carolina and enjoys taking long walks with her son Hayden and yellow lab Wrigley.
Zach joined G3 Wealth Advisors in 2021. Prior to joining the G3 team, he served as an intern with the South Carolina Retirement System Investment Commission, performing quantitative analytics on value creation, asset allocation, and portfolio-level risk. He holds his S.C. Life, Accident, & Health insurance licenses, and is currently pursuing more industry knowledge to better serve his clients. His responsibilities involve assisting in developing holistic financial plans for clients. Zach is a two-time graduate of the University of South Carolina.
Shannon joined Jarrod and Drew’s team in 2021 to assist with insurance applications and manage day to day operations. She holds her SC Life and Health Insurance License. Shannon is a proud graduate of the University of South Carolina and former Student Athlete.
