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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Push the limits this May and ask me how you can take full advantage of your years by maximizing catch-up contributions at 50

Sending warm wishes this Mother's Day to all who nurture, guide and inspire. To every mom, thank you for your love and dedication. Happy Mother's Day!

On Military Spouse Appreciation Day, we honor the commitment and strength of those who stand beside our service members. Your dedication and sacrifice play a crucial role in our nation's defense. To all military spouses, thank you for your strength, resilience and support.

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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Latest Insights

Gold on a scale

Gold: More than meets the eye

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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