G. Michael Cheatham, CLU, ChFC
"Anticipate rather than react. It's the most important concept in our firm because it drives so many aspects of our work. If you go back about 25 years, it's the reason why we established ourselves as independent advisors - representing clients in a diverse marketplace instead of representing a financial services company with limited products."
Mike's engineering degree shaped his analytical approach to help achieve client goals. Meanwhile, his thirty-five years experience bringing specialized resources and knowledge to the clients' side of the table has honed the DavisWalker collaborative process. He has expanded DavisWalker capabilities strategically over the years to match our clients' perceived needs and fill gaps in their planning resources.
He is a member of the Association for Advanced Life Underwriting and the Society of Financial Service Professionals serving as President of the Richmond Chapter in 1991-92. He is also a member of the Richmond Estate Planning Council, the Society's Estate Planning and Business Compensation Sections, and a charter member of PACE (Professional Achievement in Continuing Education). Mike holds a Bachelor of Science degree from Virginia Tech in Industrial Engineering and Operations Research.
phone: 804.560.8082 x306
David W. Holaday, ChFC, CAP
Founder and Managing Director
Wealth Design Consultants, LLC
“While many affluent families carefully prepare an inheritance for heirs, they often miss opportunities to prepare their heirs for inheritance. This explains why 90% of affluent families lose their wealth by the third generation. My role is to work collaboratively with families and their advisors to decide how to use their assets for their most important personal, family, and charitable goals.”
David Holaday has over 25 years’ experience as a financial consultant and is the founder and managing member of Wealth Design Consultants, LLC, providing consulting on wealth transfer, estate tax, and philanthropic strategies to professional advisors across the nation. His expertise includes wealth transfer strategies, insurance and estate tax planning, business succession planning, and planned gift design for affluent families, private businesses, family foundations, and major donors.
In addition to his B.S. in Chemical Engineering from University of Virginia, Dave earned designations for Chartered Advisor in Philanthropy® (CAP) and Chartered Financial Consultant (ChFC) from The American College. He is past president of Planned Giving Group of Indiana and a board member of International Association for Advisors in Philanthropy. In addition he is a member of Kingdom Advisors, Partnership for Philanthropic Planning, The Heritage Institute, Advisors in Philanthropy, and Central Indiana Community Foundation.