As the owner of Macaulay & Associates, David has been helping clients with their financial planning goals since 1999 and has 39 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Financial Consultant® and truly enjoys overseeing the advice given to each of our clients. David takes pride in his ability to understand his clients’ deepest values so he can better meet their unique, and often complex, financial objectives.

A graduate of Erskine College, David has a bachelor’s degree in business administration. He also holds a degree from the Graduate School of Banking at Louisiana State University and is motivated on a regular basis to challenge himself and continue learning about the ever-changing industry of financial services. 

David and his wife, Margaret, have four children and stay busy with their various activities. As of late, he has also greatly enjoyed spending time working in his yard. Active in his community, David serves on the Board of the York County Adult Enrichment Centers, as well as the Springs Close Foundation York County Board of Directors. Throughout his life, David has been active in the Presbyterian Church. He has also been an active member of the Fort Mill Rotary Club for 20 years and is a past president. 

Lorrie is a Financial Paraplanner Qualified Professional™ and has worked with Macaulay & Associates since October 2010. In her role, she is responsible for working closely with clients to create and maintain an overall financial planning picture for their individual needs, as well as maintaining daily office operations. Lorrie truly enjoys getting to know and working with individuals and families by helping them provide meaning to their wealth and assisting them, no matter how big or small their concerns may be. 

Lorrie received her bachelor’s degree in business management from Western Carolina University. She is a lifelong learner and received her Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College of Financial Planning. With over 30 years of experience in finance and paralegal real estate law, Lorrie is passionate about addressing our client’s wide range of needs. 

Outside of work, Lorrie enjoys being outdoors and spending time with her two daughters and husband. They are loyal Clemson Football and Virginia Tech Softball supporters and you can often find them rooting from the sidelines. 

Before joining the Macaulay & Associates team, Harrison worked as a computer service technician and participated in the success of various small business start-ups within the Rock Hill community. In his current position, he helps clients navigate through the financial planning process in order to create the best experience possible. Harrison assists our firm by communicating with clients, crafting individual financial plans and continuing his education to remain aware of the always-changing financial industry.

Harrison graduated from Winthrop University with a bachelor’s degree in business administration, with a concentration in personal financial planning. For him, financial planning is not only about achieving goals but the process it takes to reach them. Utilizing his experience and education, Harrison enjoys seeing how a client’s hard work is applied in order to achieve something great.

When he isn’t working, Harrison likes to stay active outside, travel and spend time with his family and friends. You can often find him grilling in his backyard and playing with his two dogs. He also enjoys going to live music events with his wife and watching sports with his friends.

Associate Financial Planner