MTM Investment Management, LLC

David Taylor is a CFP® with 24 years of industry experience, currently serving as an advisor at MTM Investment Management, LLC since 2018. Prior to MTM, he worked at Mcham Taylor & Co. for eight years. He is a member of the Spartanburg Day School Investment Committee, where he assists with reviewing the school's investments. MTM Investment Management, LLC manages approximately $621 million for families, individuals, trusts, and retirement plans, providing discretionary and non-discretionary portfolio management along with financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to guide long-term investment decisions and also offers retirement-plan consulting and participant education services.

John Moore is a financial advisor at MTM Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Moore Capital and McHam Taylor & Co. He also served as a Spartanburg County Magistrate from 2011 to 2017. Outside of advising, he is a minority shareholder in a food distribution business. MTM Investment Management manages approximately $621 million for families, individuals, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored investment strategies and provides retirement-plan consulting and participant education services.

James Burchfield is a financial advisor at MTM Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foster, Towson and Company, Inc. and Raymond James Financial Services. MTM Investment Management, LLC manages approximately $621 million for families, individuals, trusts, and retirement plans, providing discretionary and non-discretionary portfolio management alongside financial planning. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and also offers retirement-plan consulting and participant education services.

Christopher Santoro is a Series 65-licensed advisor at MTM Investment Management, LLC with three years of industry experience. He previously worked at AM Partners, LLC and Johnson Development Associates, and has held roles at Telos Corporation. Santoro is based in Spartanburg, SC. MTM Investment Management serves families, individuals, trusts, and retirement plans, managing approximately $621 million. The firm provides discretionary and non-discretionary portfolio management along with financial planning, employing a mix of fundamental, technical, and cyclical analysis to guide long-term investment decisions.

Joseph Towson is a financial advisor with MTM Investment Management, LLC, holding a Series 63 designation and bringing 48 years of industry experience. His prior roles include positions at Raymond James Financial and Foster, Towson and Company, Inc. Outside of his advisory work, he is involved in agriculture and beekeeping, and he has authored an illustrated children's book featuring his grandchildren as characters. MTM Investment Management, LLC manages approximately $621 million for families, individuals, trusts, and retirement plans, providing discretionary and non-discretionary portfolio management along with financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop customized investment strategies and also offers retirement-plan consulting and participant education.