Headland Capital

David Upchurch is a financial advisor at Headland Capital with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Maryland Financial Group, LPL Financial, Transamerica Financial Advisors, and Barnett Wealth Advisors. Upchurch is also involved in GamePlan Insurance & Financial Solutions, focusing on life and disability insurance. Headland Capital provides personalized financial planning and both discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and private foundations. The firm’s investment strategies are customized to client objectives and typically emphasize fundamental analysis and a long-term orientation.

John Plaugher is a financial advisor at Headland Capital with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Maryland Financial Group, LPL Financial, Transamerica Financial Advisors, and Barnett Wealth Advisors. He is also active as an insurance agent through Barnett Wealth Advisors. Headland Capital provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as entities such as family offices and qualified retirement plans. The firm employs customized investment strategies based on fundamental analysis and a long-term orientation, offering a range of portfolio options and sponsorship of a wrap fee program.

Susan Dixson is a CFP® with 30 years of industry experience, currently serving as an advisor at Headland Capital. Her prior roles include positions at LPL Financial, Coastal Wealth Management, Bank of America, and Merrill Lynch. Outside of her advisory work, she volunteers with Hospice Interim Healthcare and serves as executrix for a family estate. Headland Capital provides personalized financial planning and investment management to individuals and entities such as family offices, trusts, and qualified retirement plans. The firm employs customized strategies that blend fundamental analysis with a long-term orientation and offers a range of investment options, including separately managed accounts and a wrap fee program.

Alexander Day is a financial advisor at Headland Capital with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Headland Capital, he held roles at LPL Financial LLC and Northwestern Mutual Wealth Management Company. Outside of his advisory work, he is employed by Uber Eats. Headland Capital provides personalized financial planning and investment management services to individuals and entities, including high-net-worth clients and family offices. The firm employs a customized investment approach that incorporates fundamental analysis and a long-term orientation, offering a range of portfolio options and retirement plan advisory services.

Byron Stahl is a financial advisor with Headland Capital who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at LPL Financial, Maryland Financial Group, Transamerica Financial Advisors, and Atlantic Coast Advisory Group. Outside of his advisory work, he is involved with Coastal Wealth Management and Denooyer Direct Insurance, focusing on life, disability, fixed annuities, and property and casualty insurance. Headland Capital provides personalized financial planning and investment management services to individuals, high-net-worth clients, and various entities. The firm employs a customized investment approach that blends fundamental analysis with a long-term orientation and offers a range of portfolio options including mutual funds, ETFs, individual equities, and alternative investments.

Morgan Crawford is a CFP® with seven years of industry experience, currently serving as an advisor at Headland Capital. He previously worked at Maryland Financial Group, LPL Financial, PM Financial Group, and Compass Financial Group. Outside of his advisory role, he is also licensed to write and sell insurance policies. Headland Capital provides personalized financial planning and investment management to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and private foundations. The firm employs a customized investment approach focused on fundamental analysis and long-term orientation while allowing for shorter-term trading when appropriate.

Tyler Corn is a CFA® charterholder and financial advisor with 17 years of industry experience. He is currently with Headland Capital and has previously worked at LPL Financial, Maryland Financial Group, and Transamerica Financial Advisors. Outside of his advisory work, he serves as the board chair for Hope Haven, a nonprofit organization in Jacksonville, FL, and is a board member of the City of St. Augustine General Employees Retirement Board. Headland Capital provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as entities such as family offices and private foundations. The firm employs a customized investment approach focused on fundamental analysis and long-term orientation, offering a broad range of portfolio options and retirement plan advisory services.

Margaret Emmet is a financial advisor at Headland Capital with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Barnett Wealth Advisors, LPL Financial, and Transamerica Financial Advisors. Outside of her advisory role, she serves on the executive board of the Jacksonville History Center. Headland Capital provides personalized financial planning and investment management services to individuals, including high-net-worth clients, and various entities such as family offices and private foundations. The firm uses a customized investment approach that combines fundamental analysis with a long-term orientation, offering a range of portfolio options and sponsoring a wrap fee program through multiple platform relationships.

Matthew Mccloghry is a financial advisor at Headland Capital with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, Colonial Church, and Weeden & Co. LP. Outside of his advisory role, he is employed at Colonial Church in a non-investment capacity. Headland Capital provides personalized financial planning and both discretionary and non-discretionary investment management to individuals, including high-net-worth clients, as well as entities such as family offices and private foundations. The firm customizes investment strategies based on client objectives, utilizing fundamental analysis with a long-term orientation while allowing for shorter-term trading when appropriate.

Eric Cox is a financial advisor with Headland Capital, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Maryland Financial Group, LPL Financial, Transamerica Financial Advisors, and Atlantic Coast Advisory Group. Outside of his advisory work, he hosts the local radio show "Beyond The Business" and serves as Chair of the Advancement Committee for the College of Charleston Foundation. Headland Capital provides personalized financial planning and investment management services to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and private foundations. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, offering a range of portfolio options and retirement plan advisory services.