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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Want to make learning about finances fun? Reach out to me today for our financial literacy worksheet “Just for kids: seven fun ways to learn about money.”

Did you know, there are charitable giving benefits outside of annual year-end gifting? Check out matching-gift options through your company. Message me to discuss more gifting strategies.

On this Earth Day, let’s reconnect with nature and appreciate our planet's beauty and resources. It's a perfect day to start new habits, whether it’s cycling to work, using less plastic or supporting local conservation efforts. Every step makes a difference for Earth.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

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