Wilson David Investment Advisors

Martin Lunn is a Series 65-licensed advisor with Wilson David Investment Advisors in Aiken, SC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as CEO of Greenshores South Corp and Narwhal Management, LLC, managing real estate, equity, and cash assets through these entities. Wilson David Investment Advisors provides personalized investment advice and portfolio management primarily to individual clients. The firm combines top-down market analysis with bottom-up security selection and emphasizes financial literacy through books, newsletters, and seminars.

Patrick Hauer is a financial advisor at Wilson David Investment Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Quasar Distributors, LLC and Horizon Investments since 2016. Outside of his advisory role, Patrick is employed full time as a financial analyst for Charter Communications in a non-investment capacity. Wilson David Investment Advisors provides personalized investment advice and portfolio management primarily to individual clients. The firm combines top-down market analysis with bottom-up security selection, offering services that include financial planning, tax preparation, and financial literacy education through various publications and seminars.

Kathryn Hauer is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Wilson David Investment Advisors. She has worked at Ellevest since 2023 and has provided editing services for the financial publication Benzinga since 2021. Additionally, she has been an adjunct professor of business communications at Aiken Technical College since 2012. Wilson David Investment Advisors offers personalized investment advice and portfolio management primarily to individual clients, combining top-down market analysis with bottom-up security selection. The firm emphasizes financial literacy through educational materials and seminars, managing discretionary accounts held at Schwab with a focus on diversification and ongoing monitoring.