Snow Creek Team To Become Part Of Mariner Wealth Advisors
Mariner Wealth Advisors Acquires Team in Nashville
Group Brings More Than 60 Years of Experience to the Firm
Overland Park, Kan. – Sept. 25, 2019 – Mariner Wealth Advisors, the wealth advisory firm nationally ranked by Barron’s as a top four RIA Firm each year since 20161, today announced it has entered into a binding agreement to acquire the assets of Snow Creek Wealth Management, LLC, located in Nashville, Tenn.
“We are incredibly excited to establish a presence in the Nashville market and to bring the talent of these individuals to Mariner Wealth Advisors,” said Marty Bicknell, CEO and president of Mariner Wealth Advisors. “The Snow Creek team shares our focus of putting clients’ interests first with a commitment to providing holistic wealth advisory services. These are exciting times for our organization. I’m thrilled to be able to offer the capabilities that the Snow Creek team brings to Mariner Wealth Advisors as we continue to develop our advisory presence nationwide.”
Snow Creek helps individuals, families, estates and trusts build, preserve and manage wealth by providing services such as asset management and financial planning. The firm, with more than $300 million assets under management2, is led by partners David Goldberg and Larry Sacks, who, combined, have more than 60 years of experience providing wealth advice. Both Goldberg and Sacks will remain with Mariner Wealth Advisors and continue to manage the Nashville location. Joining Mariner Wealth Advisors provides the team with access to additional resources and infrastructure that will support its strategic focus and desire to continue to develop the next generation of leaders.
“This opportunity couldn’t have come at a better time,” said Goldberg. “As our wealth management business continues to expand in Nashville, and with our desires to continue offering our clients holistic wealth advice, we knew we couldn’t go it alone. We needed to align ourselves with an established firm. Joining Mariner Wealth Advisors allows us to focus solely on advising clients, while tapping the experience and depth of their larger team to offer additional services and opportunities to our clients.”
“The fact that Mariner Wealth Advisors has its own trust company really excites us,” Sacks added. “Being able to utilize the trust company to support our clients’ current and future needs is an important step in putting the client first.”
About Mariner Wealth Advisors
At Mariner Wealth Advisors, we are guided by a client-first approach in everything we do. We foster an environment of integrity, trust and loyalty as we build long-term relationships with clients. Our clients are surrounded by a dedicated team of experienced and credentialed advisors who are, in turn, supported by technical professionals. The result? Comprehensive advice customized to your needs and driven by our clients’ specific goals. Founded in 2006 with $300 million in assets under advisement, Mariner Wealth Advisors has grown to more than $30.1 billion in assets under advisement as of June 30, 2019.
About Snow Creek Wealth Management, LLC
For more than a decade, Snow Creek has been helping clients build, preserve and manage wealth. They provide a single source for managing and preserving wealth by integrating financial planning with accounting, investment management and financial goals.
1Barron’s awarded the 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner, LLC d/b/a Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. Barron’s has transitioned the name of the 2016 inaugural award of Top Independent Advisory Firms to the Top RIA Firms. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018) and 50 (2019). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barons.com.
2Snow Creek Wealth Management’s AUM as of Sept. 19, 2019.
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®
David 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
Larry 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 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, CFP®
Leona joined our team in 2017. Having graduated from Belmont University with a Bachelors in Business Administration in 2008, she returned to Belmont in 2017 to attend the CERTIFIED FINANCIAL PLANNER™ program and is now officially a CFP®. Leona has taken on many of the investing, planning, and marketing responsibilities.
Leona enjoys yoga, hiking, travel, concerts, and anything she can take her dog, Sue, along to.
Michelle joined our team on October 1, 2018. She joins us from Alexander Thompson Arnold, PLLC (previously Goldstein/Sacks and Associates), where she worked closely with Larry Sacks for 22 years. Along with Liz Clay, she will handle much of the firm’s client services.
Michelle and her husband, Tank, are the parents to two children, August and Brooke. Her family enjoys camping, fishing, and working on their cattle farm. Michelle teaches Sunday School at her church and also volunteers at the Nashville Rescue Mission.