About Us

David L. Conner, FRC®

PRESIDENT

A 1988 graduate of the University of North Carolina at Chapel Hill with a double major in economics and political science, David works with families and businesses throughout North Carolina and the southeast developing strategies to help enhance their financial position and maximize retirement income.

David is the recipient of numerous awards including The National Quality Award, The National Sales Achievement Award and The Million Dollar Round Table where he is a Top of the Table member. He is also a past president of the Gaston County Association of Insurance and Financial Advisors. David is a nationally recognized instructor on social security maximization strategies, David also holds his Federal Retirement Consultant (FRC) certification, specializing in helping Federal employees plan for their retirement.

He and his wife, Josie, are parents to four boys and a girl. Coaching youth sports through his church, teaching Sunday school and Vacation Bible School, and having served on several boards in Gaston County, David remains actively involved in the community where he has lived for 50-plus years.

tina Richardson

OFFICE MANAGER/CLIENT ACCOUNT MANAGER

Tina is our Office Manager, Client Account Manager, and is a key member of the firm’s leadership team, helping guide daily operations, strategic initiatives, and the continued growth of the practice. She oversees the firm’s daily operations and helping guide its continued growth and success. She manages office operations, oversees new business processing, services existing client accounts, coordinates portfolio performance reviews, and helps ensure the seamless delivery of client services. As a key member of the leadership team, Tina is committed to maintaining operational excellence, enhancing the client experience, and supporting the firm’s long-term vision. Known for her high level of professionalism, attention to detail, and personalized approach, Tina is dedicated to delivering exceptional client service and building lasting relationships. She takes pride in creating a welcoming environment where clients feel valued, informed, and confident throughout every stage of their financial journey. Her commitment to responsiveness, integrity, and excellence helps ensure every client interaction reflects the firm’s high standards of service.

Tina began her career in the financial services industry in 1995 with Prudential Securities. In 2001, she transitioned with her Wealth Management team to Merrill Lynch, where she continued to expand her industry expertise. In 2012, Tina joined David Conner’s practice and has since played an integral role in its growth and development. As a trusted resource for clients, Tina is committed to building meaningful relationships and helping individuals and families pursue their financial goals with confidence, allowing them to enjoy the retirement lifestyle they have worked so hard to achieve.

connie Wallace

CLIENT RELATIONS SPECIALIST

Connie is a retired North Carolina teacher with thirty-one and a half years of experience in secondary education. Two years after retiring, Connie started working for David Conner in June 2005. Her duties include administration as well as public relations. Developing trusting and lasting relationships with our clients is the job of each member of our group, and Connie is often the first person to reach out to our clients and to people interested in learning about what RTAG has to offer.

Matt Conner

INVESTMENT ADVISOR REPRESENTATIVE

Matt Conner grew up in Gastonia, North Carolina and attended the University of North Carolina at Chapel Hill where he majored in Economics and Religious Studies (BA, 2014). He went on to Columbia Theological Seminary in Decatur, Georgia for his M. Div. and has served as the Pastor of Newell Presbyterian Church (PCUSA) since graduating in 2017. He jokes that it took him a while to figure out why on earth he paired the majors he did in undergrad, but now he finds great joy in getting to be bi-vocational.

Beyond congregational ministry, his experience includes serving as a chaplain for the Georgia Department of Juvenile Justice, Interim UKirk Campus Minister at Agnes Scott College, CPE at MD Anderson Cancer Center, and a teaching assistant for Greek and Preaching at Columbia.

Unable to shake an interest in “the family business,” he began exploring ways to come on board with his dad towards the end of 2021. In November of 2023, he passed his Series 65 exam, and in January became an Investment Advisor Representative, registered in North and South Carolina, with Brookstone Capital Management.

Matt is married to his high school sweetheart, Sarah, and they have two boys— Eli (5) and Amos (3). They also have two dogs, Bo and Willow, neither of which knows they are actually a dog. He is passionate about community development, the outdoors, traveling, Southern food, anything involving the Carolina Tar Heels, and good stewardship.

Misty Long

PERSONAL ASSISTANT/MARKETING & SCHEDULING SPECIALIST

Misty has a dual associate’s degree in arts and science with a concentration on psychology from Gaston College. She began her career with David in May of 2022. She handles scheduling of venues for seminars, and marketing. She also works with the scheduling of new clients. Misty has worked in the marketing and scheduling business for over 30 years.

Misty is a mom of 3. One daughter and two sons. In her spare time, she enjoys cooking healthy foods, dancing, golf, pickleball, traveling, yoga, and Zumba. She has served on several boards in Gaston County as well as committees within her college career and her community life. Misty remains active within her church and community life where she has lived for 50 plus years.

Leah Hernandez

DIGITAL MARKETING MANAGER/CLIENT ACCOUNT ASSISTANT

Leah is our Digital Marketing Manager and Client Account Assistant. In her role, Leah leads the firm’s digital marketing initiatives, developing and executing strategies designed to support business objectives, strengthen brand awareness, and enhance client engagement. She manages the firm’s digital presence across multiple channels, including social media, email marketing, search engine optimization (SEO), and online campaigns. Leah analyzes performance metrics, identifies opportunities for growth, and continually optimizes marketing efforts to increase visibility, attract prospective clients, and support the firm’s overall growth strategy.

In addition to her marketing responsibilities, Leah provides valuable client account and administrative support, including preparing documents, coordinating schedules, assisting with meetings and appointments, and helping ensure the smooth and efficient operation of daily office activities.

Leah is known for her attention to detail, organization, creativity, and commitment to delivering exceptional support to both clients and the team. Her dedication to maintaining a strong digital presence while providing outstanding service makes her an integral part of the firm’s continued success. Outside of the office, Leah enjoys spending time with her husky, staying active, and enjoying the outdoors.