Brightwater Advisory is a fiduciary that offers appropriate investment counsel and was established by David Maddux and Katie Maddux in 2014 as a Registered Investment Adviser (RIA) with the state of Florida. We registered directly with the Securities Exchange Commission (SEC) in 2017.
David Maddux, CEO and Chief Investment Officer
David helps clients with their finances and oversees the firm's core advisory services.
He began his career at Morgan Stanley-Smith Barney as an Associate, later joined Wells Fargo Advisors as a Financial Consultant in 1999 and assumed the role of Vice President of Investment Services for Cooper Capital Management in 2006.
David had an early introduction to using and developing quantitatively driven equity strategies and in 2003, began managing a concentrated growth portfolio of common stocks. Over time, he has efficiently integrated other, various value driven styles, as well as constructed multi-asset allocation portfolios for different risk profiles.
David graduated with a B.A. from Davidson College in 1998, while lettering in Division I swimming.
In his free time, he focuses on his growing family and competing in open water swimming events throughout the year.
Kathleen Maddux, CFO
Katie is responsible for the financial management of the firm.
Anyone that knows or meets Katie can appreciate her intuitive manner and client service. These traits along with her abilities to manage and organize around change in a compliant fashion make her a key asset for Brightwater.
Katie graduated with a B.A. from Davidson College in 1998, while lettering in Division I lacrosse and completed another B.A. and M.S. from University of South Florida in 2004.
In her free time, Katie is focused on her three children and loves spending time with friends and family.
Misty Hooks, Client Operations Manager
Misty has many years of experience in the telecommunications and banking industries, and acts as supervisor and administrative manager for all client accounts.
Misty has a sincere commitment to client service and consistent attention to detail.
In her free time, she and her husband, Donnie, support their two daughters’ cheerleading passion and enjoy the Florida outdoors.
Sam Hestorff, Systems Manager
Sam has over ten years working in the investment industry and primarily is focused on keeping our systems running smoothly.
Sam has a BA in Religious studies from William Jewell College, a Master of Divinity degree from Midwestern Theological Seminary, and a Doctor of Ministry degree from Fuller Theological Seminary.
In addition to his work at Brightwater Advisory, he is the pastor of Logos Dei Community Church, and the author of YM2K, Youth Ministry For the Millenial Generation.
Sam and his wife, Emily, have two children and enjoy supporting their youngest son in his commitment to football.