David has brought together a team of professionals to help ensure clients receive efficient, experienced and friendly service. With over 35 years of experience in helping clients address their financial concerns and develop sound strategies, David has dedicated his career to delivering personalized investment planning services.
As your Financial Advisor, David’s goal is to develop a relationship with you in which he plays a key role in your financial life. The first steps include identifying your risk tolerance, and helping you realize your vision for the future. David maintains four different licenses in which to serve clients:
- General Securities License
- Registered Principal License
- Investment Advisor License
- General Lines - Life, Accident, and Health & HMO License
In 2010, David earned the Certified Wealth Strategist® designation. David and his team will provide ongoing monitoring and advice for your personalized plan and track your progress as you pursue your financial goals.
On a personal level, David and his wife Shelly have been married for 33 years. They are the proud parents of 28 year old triplets and have been blessed with two grandchildren! In his spare time, David likes to play golf, travel, and serve as a Deacon in his local church.