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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Trick-or-treat! Happy Halloween to you and your loved ones.

Did you know sports are big business? A lot of time and money is spent on sporting events each year. If you’ve been dreaming of a trip to support your favorite team, you may also want to check on your finances. Let’s discuss how your portfolio’s roster looks this season.

Wealth plans shouldn’t derail during times of uncertainty. Message me for financial guidance to help you through difficult periods.

Global Insight Monthly

Global Insight Monthly cover - October 2025

AI's big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »

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Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

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