General Info

Driven by a desire to more directly serve clients in the community, David left his role in corporate America to start his own wealth management business. He chose to establish an independent Registered Investment Adviser so he could provide fee-only services. As an independent adviser, David pledges a fiduciary obligation to place your interests ahead of his own. He does not sell commissionable products and works only for you. David believes developing an ongoing relationship with open communication provides the most value to his clients and positions them with the best chance for success.