our team

  • David founded CAVU Wealth Advisors in 2009 and has more than 30 years of experience in finance. Click his photo to find out more.

  • Nick started his career in finance at Vanguard, and opened the CAVU Charlotte office in 2011. Click his photo to find out more.

  • Hilary Disher, CPA (not in public practice)

    tax strategist

    Hilary joined CAVU Wealth Advisors in 2014 as a Tax Strategist. She helps clients with their more complex tax planning needs, and has worked for Deloitte Tax LLP and Goldman Sachs. Click her photo to find out more.

  • Chad lawyer

    associate advisor

    Chad joined CAVU in 2017 as an Associate Advisor and helps our clients with their day-to-day needs. Click his photo to find out more.

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