Our Story
It is our business to align our clients’ finances with their goals and values while optimizing growth and minimizing unnecessary costs. It is our purpose to help simplify and clarify those life events which can pose challenges both financially and emotionally and to bring greater ease to transitions that, while may be a cause for joy, come with their share of questions and variables. It is our passion to collaborate with our clients so that they may have confidence in the longevity of their wealth and enjoy the life they want.
At Accruent we are proud to have a fiduciary relationship with our clients. We seek to establish the trust necessary to build long-term, ongoing and interactive relationships with all of our clients.
Many clients tell us that after going through our financial life planning process and learning more about their finances, they eliminate a major source of stress in their life. They frequently use the term “peace of mind” when describing the benefits of advisor-guided financial planning. They know that they have a trusted professional to navigate them through the often complex and confusing areas of their financial life.
Our President
DAVID KLEPEISZ, CFP®, EA
PresidentDavid was born and raised in historic Yorktown Virginia. He graduated from Virginia Tech where he studied financial planning through a CFP® board-registered program. David has also earned the professional certification of CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards…
Our Team
Accruent Wealth Advisors is a team of passionate fee-only advisors and professionals dedicated to helping ambitious professionals, experienced leaders, and seasoned veterans of the business, legal, and medical fields build, manage, and secure their wealth. For each of us, excellence is a daily pursuit, and, in that pursuit, we are driven to provide uncompromising and unparalleled wealth management services.
Barry Swaim
Senior Wealth AdvisorBarry J. Swaim, is a senior wealth advisor at Accruent Wealth Advisors. He received his BA degree from the University of North Carolina at Greensboro. Since 1991, Barry has worked with individuals, families, professionals and business owners helping them to sort through the complexities of their financial affairs...
Nathan Snow, CFP®, AAMS®, EA
Wealth AdvisorNathan was born and raised in Yadkinville, NC. He graduated from Liberty University in Lynchburg, VA with a B.S. in Biblical Studies and M.A. in Philosophy. After graduation he spent time teaching at Liberty University. He decided on a career change in 2015 into the financial services industry. Nathan has earned the professional certification of CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards...
Dawn Motsinger
Client Services ManagerDawn Motsinger, a Triad native, has been with Accruent Wealth Advisors since 2008. She received her degree in Finance and Insurance from Appalachian State University. Prior to joining Accruent, she worked as a third-party pension plan administrator for several local companies. While her children were young, Dawn was fortunate to work from her home with a company that specialized in designing employee benefit websites...
Lisa Vance
Office Manager & Administrative AssistantLisa grew up in the Panhandle of Texas before moving to Winston Salem. While living in Amarillo, she earned an Associate’s Degree in Business Management from Amarillo College. After working for several years, she returned to college to earn a Bachelor’s Degree in Criminal Justice specializing in Human Services at Wayland Baptist University. While living in Amarillo, Lisa held several management jobs in various industries mainly...
Wes Bryan
Associate AdvisorWes graduated from Western Carolina University with a Bachelor of Science degree in Finance with a concentration in Financial Planning – which is the Financial Planning Board’s certified bachelor’s degree program. Wes is currently studying for and plans to sit for the CERTIFIED FINANCIAL PLANNER® exam in November 2023...
Our Professional Affiliations
Innovation
Part of a community of independent advisors committed to success through ethics and innovation.
Accredited
Federally licensed tax professionals with full authority to represent taxpayers at all levels of the Internal Revenue Service.
Independent
We offer customized, non-proprietary solutions solely in our Clients’ best interest.
David Klepeisz, CFP®, EA
PresidentDavid was born and raised in historic Yorktown Virginia. He graduated from Virginia Tech where he studied financial planning through a CFP® board-registered program. David has also earned the professional certification of CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards.
In addition, he has earned the professional certification of Enrolled Agent (EA). EA holders are licensed by the U.S. Treasury and are the only federally licensed tax professionals with full authority to represent taxpayers at all levels of the Internal Revenue Service (IRS).
David has been working for Accruent Wealth Advisors, Inc. since 2015 and brings a variety of work experience from different financial planning institutions. David was hired on with Accruent in 2015 and eventually purchased the firm from his partner Barry Swaim in 2022.
He operates as a fee-only financial advisor because he wants to work solely for his clients. The conflicts of interest created by selling products pushed by large corporations were something he could not tolerate. As a fee-only advisor he does not accept commissions or receive any other compensation for recommending specific products.
David is a member of the Alliance of Comprehensive Planners (ACP) a group of fee-only financial advisors serving middle-income clients, and the National Association of Personal Financial Advisors (NAPFA).
Outside of the office, David is happily married to his wife, Hannah, a local of Winston-Salem. Together the couple has twin sons named John David and Jackson. They also have two spoiled golden retrievers named Rye and Foster. In his spare time, David enjoys cooking, running, spending time with family and friends, reading and most importantly rooting on the Hokies in every sport.
Barry Swaim
Senior Wealth AdvisorBarry J. Swaim, is a senior wealth advisor at Accruent Wealth Advisors. He received his BA degree from the University of North Carolina at Greensboro. Since 1991, Barry has worked with individuals, families, professionals and business owners helping them to sort through the complexities of their financial affairs.
Barry has two daughters and currently lives in Leland, NC with his wife Kim.
Nathan Snow, CFP®, EA
Wealth AdvisorNathan was born and raised in Yadkinville, NC. He graduated from Liberty University in Lynchburg, VA with a B.S. in Biblical Studies and M.A. in Philosophy. After graduation he spent time teaching at Liberty University.
He decided on a career change in 2015 into the financial services industry. Nathan has earned the professional certification of CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards.
In addition, he has earned the professional certification of Enrolled Agent (EA). EA holders are licensed by the U.S. Treasury and are the only federally licensed tax professionals with full authority to represent taxpayers at all levels of the Internal Revenue Service (IRS).
Nathan is a member of the Alliance of Comprehensive Planners (ACP) a group of fee-only financial advisors serving middle-income clients, and the National Association of Personal Financial Advisors (NAPFA).
Nathan and his wife, Kayla, have two children, Lily and Bennett and reside in Yadkinville. Outside of the office, Nathan enjoys spending time with his family on their small family farm, reading, playing golf, and is passionate about all things Duke basketball.
Dawn Motsinger
Client Services ManagerDawn Motsinger, a Triad native, has been with Accruent Wealth Advisors since 2008. She received her degree in Finance and Insurance from Appalachian State University.
Prior to joining Accruent, she worked as a third-party pension plan administrator for several local companies. While her children were young, Dawn was fortunate to work from her home with a company that specialized in designing employee benefit websites.
Dawn currently serves as the Client Service Manager for Wealth Management Group. Her primary role is behind the scenes and her goal is to serve our clients and make sure client meetings run smoothly for Barry and David.
Dawn and her husband, Chris have a son and 2 daughters and live in Winston-Salem with their Instagram famous dog, Deacon.
Lisa Vance
Office Manager & Administrative AssistantLisa grew up in the Panhandle of Texas before moving to Winston Salem. While living in Amarillo, she earned an Associate’s Degree in Business Management from Amarillo College.
After working for several years, she returned to college to earn a Bachelor’s Degree in Criminal Justice specializing in Human Services at Wayland Baptist University. While living in Amarillo, Lisa held several management jobs in various industries mainly in the field of Credit.
Prior to leaving Amarillo, Lisa worked for three years at AIG/VALIC as a Team Lead in Account Adjustments and later as a Business Analyst. Lisa joined Accruent in 2013. Currently, she works as the Office Manager and Administrative Assistant. She utilizes her skills and knowledge in all areas of the business to ensure growth and satisfaction of our clients.
Lisa and her husband, Juan, live in Winston Salem with their rescue dog, Bubba. They have one son, Laramie, who is active duty in the United States Army and a wonderful daughter in law, Katie. In her free time, she enjoys spending time with her family, cooking, enjoying a good book and watching college and pro football and basketball.
Wes Bryan
Associate AdvisorWes graduated from Western Carolina University with a Bachelor of Science degree in Finance with a concentration in Financial Planning – which is the Financial Planning Board’s certified bachelor’s degree program.
Wes is currently studying for and plans to sit for the CERTIFIED FINANCIAL PLANNER® exam in November 2023.
Wes grew up in the mountains of NC in the small town of Murphy. He currently lives in Clemmons, NC with his beloved wife, Aubrey. In his spare time, Wes likes to paddleboard, hike, golf, and spend quality time with Aubrey and their cat, Vesper.
Let's Have a Conversation
Our Initial Discovery Phone Calls are complimentary and provide the opportunity to get acquainted, discuss your questions, concerns, objectives and current situation and determine if our team and your pursuits are the right fit.