Financial Planning | Personalized Strategies for Lifelong Financial Security

INVESTMENT MANAGEMENT | WE KEEP UP WITH THE MARKET SO YOU DON’T HAVE TO.

OUR MISSION

Our mission is to empower our clients with comprehensive preparation and guidance to effectively manage all financial aspects of retirement.

In a world of uncertainty, preparing for tomorrow and the years ahead can be daunting but essential. We are committed to helping them navigate risks, secure their future, and achieve lasting financial independence.

For more than 24 years, The Master’s Choice has been helping clients navigate their way through the maze of insurance and financial planning with professional services, complete honesty, and respect.

OUR TEAM

R. David Jones, President

David has served in the insurance and financial industry for over 24 years. He directly manages millions in client assets and premiums and serves as a risk management consultant for individuals, families, and businesses throughout the Carolinas.. He built his business on a “client first,” customer service approach which has proven successful.

David has always put the needs of others first and been service minded in his personal and business philosophy. He began his career as a National Registered Paramedic and worked in critical care and air/ground transport. He served as a contract Medic in Afghanistan and continues to volunteer as a paramedic with an area EMS. He earned a bachelor of science degree in Health Care Administration and a masters degree in Emergency Medical Science. He remains actively involved in his community, volunteering in local church activities and coordinating support for veterans with PTSD through Wounded Spirits.

Building on his health services background, David built his insurance practice over the past four decades. He chose to be an independent insurance broker so he could work for his clients and put their best interest first. He developed a passion for helping his clients protect and grow their assets.

In addition to being an independent life and health insurance broker, he is also an investment advisor representative. He specializes in helping those that desire safe stable returns that deliver solid growth but want to see their principal protected with as little risk as possible. His investment philosophy has been one of risk management. The cornerstone to his success is the vigilant recognition that Losses Hurt You More Than Gains Help You®.

David’s commitment to the retirement needs of Americans has led to numerous endeavors. He serves on the advisory committees and boards for several insurance organizations. He serves on the Florence, SC Public Safety Citizens Review Board. After seeing the firsthand effects of the burgeoning health care crisis among America’s retirees’, David chose to specialize in all aspects of senior financial and insurance needs over the last two decades.

David has also taught several courses as a guest lecturer and instructor for numerous colleges and universities throughout the Carolinas. David earned the Distinguished Toastmaster designation. Less than 1% of Toastmasters earn that designation. He is also a member of the Association of Financial Educators and earned a Certified Financial Education Instructor® designation from the National Financial Educators Council.

He has been a guest on the “GBN Live Show”, the “Unlock What’s Inside You, Inc.: COMMUNITY FORUM PODCAST”, as well as being interviewed on various TV and news outlets.

David has authored “It’s God’s Money, Basic and Advanced investing for Christians”.

At The Master’s Choice, we enjoy the challenge of finding customized solutions to all your insurance and financial needs. Whether you need guidance with risk management, a plan to increase the returns of your portfolio while decreasing the risks of investing, decrease your tax burden, or just get your financial affairs into order, The Master’s Choice is uniquely positioned to help you accomplish all your financial goals.

Karen Jones

Karen is the Agency Director for The Master’s Choice and also works as the Account Manager for the Retirement Planning Division

She holds two Bachelor’s degrees and a Master’s degree (MSN) in Nursing. Karen has 15 years of nursing experience and continues to work part-time as a nurse practitioner.

With her wealth of healthcare knowledge, she serves as the Chief Medical Consultant for our team.

Karen enjoys spending time with her children and husband, David. One of Karen and David’s favorite pastimes, away from work, is saltwater fishing.

Emily Tomlinson

Emily is our Director of Medicare She is a Licensed Life and Health Insurance Agent with a stong backgroud in healthcare. Emily’s experience as a nurse gives her a foundation of medical knowledge which helps her address the health insurance needs of our Medicare clients.

When she is not working with The Master’s Choice or at her part-time nursing job, Emily enjoys spending time with her family, her two dogs, gardening and hiking.

Allen Vaughn

Allen is our Director of Health Insurance Services. He is a licensed Life and Health Agent as well as a Licensed Property Casualty Insurance Agent. Allen has 10 years of experience in customer and financial services and previously worked for five years as Financial Services Specialist with Truist Bank. He is committed to exceeding expectations by understanding clients and their needs on a personal level. His experience in financial services, combined with a passion for helping others, helps him provide tailored care for unique needs.

Outside of work Allen loves to read and travel. He also enjoys spending time with his friends, family, and his dog.

Eric Baker

Eric Baker is our Life and Health Sales Manager. He is a licensed Life and Health Insurance Agent with over 25 years of experience in customer service. He is committed to exceeding expectations by understanding clients and their needs on a personal level. With his background in financial services and the banking industry, combined with his insurance training, Eric is uniquely qualified to find the right solution for the benefits and risk management challenges of small / medium-sized businesses. His passion for helping others drives him to provide customer satisfaction and tailored care for the unique needs of our clients.

Outside of work Eric services as a Senior Pastor at a local church. He loves to teach and serve others. In addition to his ministry, he also enjoys spending time with his wife and family.

Mario Rosales

Mario is our Customer Service Specialist. He is our agency’s first point of contact and efficiently helps identify how we can best assist our valued clients when they call our office. One of our agency’s goals is to provide exceptional customer care. Mario has many years of experience and training in the customer service industry. He is able to quickly identify the needs of our clients to make sure they are routed to the appropriate staff member.

Mario’s strong background in customer service and his friendly disposition make him a great asset to our team. When he is not at work, Mario enjoys spending time with his family, playing baseball and going to the gym.

Matthew Tomlinson

Matthew is an intern at The Master’s Choice. He is a Junior at Francis Marion University.

Matthew is licensed as an Accident and Health Insurance Agent. He provides administrative and organizational assistance in the office. Matthew also brings enthusiasm and a fresh perspective to our team.