Value statement
David has been proudly serving clients in the financial industry for more than 20 years. From the beginning, his mission has been to provide honest, quality service with integrity while helping his clients meet their financial goals. David takes pride in the ability to create individualized plans to best fit each client’s objectives, carefully listening to their needs and wants, and casting a vision for their future. His investment experience includes retirement planning, estate planning services and personal needs. He specializes in stocks, bonds, mutual funds, annuities, ETFs, and closed-end funds. David goes above and beyond for his clients to help with their financial security with excellent service.
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On International Women’s Day, we celebrate the women driving change and making an impact in many professions, from business to the arts to sports. Learn about the positive momentum for investing in women’s sports in this recent RBC article. https://www.rbcwealthmanagement.com/en-us/insights/report-explores-opportunities-for-investors-in-womens-sports?utm_medium=organic-social&utm_source=heresay-social-platform&utm_campaign=research-and-insights&utm_id=102c17d4709379c1935ef1824d979422
Did you know nearly half of primary household earners are women? Women wield incredible economic power and are inclined to use it for good; two-thirds believe they can address social issues through impact investing according to a survey sponsored by RBC Wealth Management.
Want to make sure you're on track financially for the future? Reach out to explore financial empowerment tools available for every age group, including “Money matters for young professionals” https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf