David has been working with individuals and businesses in the area for 22 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.