About Our Advisors
Don Hilburn
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Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, Don L. Hilburn Registered Principal
Advisory Services offered through Royal Alliance Associates, Inc., a Registered Investment Advisory, Don L. Hilburn, Financial Planner
Don is the President and a founding member of Wealthbrook Advisors. With two decades of financial experience in both institutional and personal investing, Don's primary objective is to help Wealthbrook clients achieve their financial goals . He currently focuses on individuals, small business and professional groups, and utilizes a moderately conservative approach to investing. Don believes that success is dependent on time and patience – on the part of both the client and the advisor.
He serves as an Office of Supervisory Jurisdiction and Branch Manager of Royal Alliance Associates, Inc. as well as providing direct financial planning services to clients. Don's industry registrations include Series 24 (General Securities Principal), Series 7 (General Securities Representative), Series 63 (Securities Agent State Law Registration) and Series 66 (Uniform Investment Advisors Law) held at Royal Alliance. Don is also security licensed in 17 states, including Texas, California, and both of the Carolinas.
Don and his wife, Pat, live in Townville, South Carolina, and share interests in their Doberman Pinchers, traveling in their motorhome, and philanthropic activities.
Don Kizer
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Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, Don Kizer, Registered Representative.
Don is a graduate of Wingate College in Wingate, N.C. Don's client base is primarily composed of self-employed professionals and business owners. After in-depth interviews, a customized investment and insurance plan is created and reviewed to meet each individual's needs. The foundation is then laid for a long-term relationship, with Don's goal being to provide personalized service to each of his clients and become their most trusted advisor.
He and his wife reside in Simpsonville and have one daughter. Don is an avid golfer and loves to fish.
Joe Barnett
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Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, Joe Barnett, Registered Representative.
Advisory Services offered through Royal Alliance Associates, Inc., a Registered Investment Advisory Firm, Joe Barnett, Financial Planner.
Joe is dedicated to his profession as a financial advisor. He treats each of his clients like family, and is passionate about helping them achieve their greatest financial desires.
Joe’s clients are primarily individuals and families desiring on-going professional leadership and advice with their financial and life goals. He is driven to practice the highest standards of honesty and integrity, and enjoys turning the complex world of financial products and services into practical and beneficial strategies that can be readily implemented by clients.
After receiving a BS from Clemson, he continued his education by obtaining his Masters from the University of Kentucky prior to serving in the military. He has worked in the investment arena for eighteen years. Joe is happily married to Joanne and is the father of two outstanding sons. In their spare time, he and his wife like to hike, read and travel. He has served as an elder and deacon and attends Mt. Calvary Church.
Dave Willis
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Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC, Dave Willis, Registered Representative.
Advisory Services offered through Royal Alliance Associates, Inc., a Registered Investment Advisory Firm, Dave Willis, Financial Planner.
Dave joined Wealthbrook in 2011. He has been Securities licensed since 1995, and has served as Regional Vice President for companies such as Alliance Capital Management, and MetLife. He has a passion for portfolio design, and works with pre-retirees, and retirees. His concentrations are retirement planning, investment portfolio design, and risk management. He resides in the Lake Norman Area of North Carolina, and his personal interests include exploring the North Carolina Appalachians with his two dogs, and his Mountain Bike.
