Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
David has been working with individuals and businesses in the area for 23 years.
He has extensive personal and professional experience.
He holds the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP® ) professional designations, and is qualified and licensed to sell a variety of investment and insurance products.
David specializes in the formation of your individual financial plan using your current financial position and helping you establish goals for retirement.
He is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with David is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future.
He looks forward to using his expertise to help you pursue your financial goals.
Office Manager /College Planning Consultant
Having extensive experience as both a college consultant and a life coach, Mary Ann Newbill is uniquely qualified to advise and support students and families through the college process.
Mary Ann’s affiliations provide opportunities to keep current through conferences, webinars, and college tours and by networking with other professionals in the college counseling and admissions field.