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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Each year, roughly 200,000 military members transition to civilian life. On National Hire a Veteran Day, let's acknowledge the unparalleled skills and dedication they bring to our workforce. Hiring a veteran enriches our companies and honors their service.

One-quarter of U.S. parents don’t think they’ve done a good job preparing their kids to manage money. Help put an end to that trend. Let's connect today to learn about our financial empowerment resources.

Did you know, achieving financial freedom comes with a cost? It requires planning, discipline and making smart decisions. Live empowered by discovering strategies to support your financial dreams. Message me to learn more.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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