Private Wealth Manager
David is focused on guiding clients toward their dream retirement by creating well-thought-out financial strategies. David got his start in the industry in 1986 and helped generate confidence for many people looking toward retirement.
David passed the Series 65 exam and holds life, accident, and health insurance licenses. In addition, he is a Chartered Retirement Planning Counselor (CRPC). David also has a bachelor’s degree in ministry and completed graduate work from Master’s International School of Divinity and Theological Seminary.
David enjoys spending time outdoors during his free time as he participates in community service projects and spends quality family moments with those closest to him.