David is a financial advisor dedicated to helping clients develop and execute plans to accomplish their goals. He specializes in retirement income planning and investment risk management. He enjoys being able to help his clients figure out solutions to their financial concerns and acts as a resource they can rely on for such important parts of their lives.
David spent over a decade at Merrill Lynch and Morgan Stanley before starting his independent advisory firm. He holds his B.S. in General Economics, is a Chartered Retirement Planning Counselor®, and is a Chartered Retirement Plans Specialist®.
Both of these professional designations are offered through the College for Financial Planning and cover both theory and practical application. Designees adhere to national standards of professional conduct and adhere to the terms set forth by the college. David uses these certifications to serve his clients more fully and provide them with a personalized, independent approach. He also holds his Series 7 and 63 securities licenses through LPL Financial, the Series 65 through Coburn Financial and his Life and Health insurance licenses.
Outside of the office, David enjoys spending time with his wife, Jen, and his son, Cameron.