At Snow Creek we‘ve been helping clients build, preserve and manage wealth for more than two decades. And we integrate financial planning with accounting, investment management and your financial goals.

Snow Creek’s principals — David Goldberg, a Certified Financial Planner ™, and Larry Sacks, a Certified Public Accountant — have worked together with individual clients for 25 years, often referring clients to each other. So in 2001, it made perfect sense to bring their experience together to give clients a single source for managing and preserving wealth.

Snow Creek’s Professional Designations

David Goldberg, CFP®

Principal
dgoldberg@snowcreekwealth.com

David GoldbergDavid has provided financial counsel and investment advisory services to individuals, families, pensions, estates and trusts for nearly three decades. Prior to establishing Snow Creek Wealth Management, he served clients for 15 years at J.C. Bradford & Co. as a Limited Partner, and at 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. David has been recognized by the Nashville Business Journal as a top 25 Financial Planner ranked by assets under local management since 2009. He was also recognized 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.

David has been active in the community as a member of service clubs and educational boards including Rotary, Homework Hotline, Abintra Montessori School, Financial Planning Association of Middle Tennessee, and the ECON Club of Nashville. He likes to garden, bicycle, practice yoga, travel and do crossword puzzles.

Larry Sacks, CPA, PFS

Principal
lsacks@snowcreekwealth.com

Larry SacksLarry graduated from the University of the Witwatersrand in Johannesburg, South Africa in 1982 with a bachelor’s degree in accounting. He then received the designation of Charted Accountant. He immigrated to the United States in 1986 and received his Certified Public Accountant designation that same year. He is also a Personal Financial Specialist and member of the Tennessee Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Since arriving in Nashville, he has worked in public accounting both as an employee and owner until 2013, when he joined his company Goldstein/Sacks & Associates, P.C. with Alexander Thompson Arnold, PLLC.

Larry is an avid runner and golfer and regularly volunteers at Achilles International as a guide for blind and handicapped athletes. He has participated in numerous marathons and half marathons, both as a runner and a guide.

Liz Clay

Operations Manager
lclay@snowcreekwealth.com

Liz ClayLiz has been in the financial services industry for more than 30 years. She worked with J.C. Bradford & Co. before bringing her organizational skills to Snow Creek as operations manager in 2001. She handles much of the firm’s client service, providing timely information and answering questions regarding investment accounts.

Liz and her husband Ricky are the parents of two grown sons. She enjoys gardening and volunteering in the nursery at her church.

 

Leona Edwards

Paraplanner
ledwards@snowcreekwealth.com

Our newest employee, Leona Edwards, has lived in Nashville since 2004, having graduated from Belmont University with a Bachelors in Business Administration in 2008. She is currently back at Belmont working towards the Certified Financial Planner™ designation. Leona will be taking on some of the planning, operations, & marketing responsibilities.

Leona enjoys yoga, hiking, travel, concerts & anything she can take her dog, Sue, along to. She served on the board of two non-profits (SOLID & WMBA) & is a registered volunteer with United Way.