Team Bios

David Goldberg, CFP®

David Goldberg has provided financial counsel and investment advisory services to individuals, families, pensions, estates and trusts for over two decades. His professional affiliations, previous to establishing Snow Creek Wealth Management, include serving clients through Raymond James Financial Services, as an independent representative advisor and owner of the investment advisory firm, David Goldberg & Associates. He is registered as an Investment Advisor under Snow Creek Wealth Management, LLC. He has been recognized by the Nashville Business Journal as a top 25 Financial Planner ranked by assets under local management for the last two years (2008 and 2009). David was also recognized in 2009 by Medical Economics as one of the Top 100 financial advisors to doctors. David earned his CERTIFIED FINANCIAL PLANNER™ certification in 1989 and regularly participates in national financial seminars and conferences to expand his extensive professional training. He recently completed the course "Investment Decisions and Behavioral Finance" at the John F. Kennedy School of Government Executive Education at Harvard University.

Liz Clay

Liz Clay has brought her organizational skills to the operational side of the investment business for over two decades. Liz is known for being dependable and consistently serving client's needs and wants with a personal touch that is a rare value in this day and age.

Our history