General Info

David started his investment career in 2018 after spending 28 years providing human capital services to some of corporate America’s largest employers. He is a Certified Plan Fiduciary Advisor (CPFA) and holds the Series 66 and Series 7 registrations with LPL Financial. David takes the time to get to know his clients on a personal level. He makes sure that the advice and services he provides align with their goals, risk tolerance, and long-term plans regardless of what those might be. He does his best to keep things simple but at the same time educate. Whether it involves his client or the strategies to support them, David believes you can never learn too much - his goal is always to learn something new every day and incorporate what he has learned into his practice. In his free time, David is happiest spending time with friends and family doing any outdoor activity.