EXPERIENCE
David has served as a financial advisor in the greater Seattle, Washington area for over 25 years. Since 2005, David has enjoyed RBC’s culture where entrepreneurship and a client-centric focus is embedded in the firm’s core values & mission. David has carried that culture through a series of leadership roles including Pacific Northwest Complex Director and most recently Kirkland Branch Director.
In 2016 David was selected to lead as Complex Director. In this role, David was responsible for 11 branch locations throughout Oregon and Washington; directly overseeing 147 financial advisors. He served as an advocate for his advisors and their clients, seeking to deliver on a best in class client experience with meaningful impact. David was instrumental in several projects to invest in the communities served by the Pacific Northwest including Seattle’s Rebuilding Together and PNW Foodbanks. In 2019, as Complex Director, David was recognized for his commitment to creating a more diverse & inclusive workplace. David’s passion to help others develop both personally and professionally, serves as a guidepost in his everyday interactions with both his advisors & clients.
In 2021, David’s true calling of walking alongside his clients brought him back to the seat of a financial advisor; he reunited with The RBC Seattle Investment Group. As an advisor and branch director in our Kirkland, Washington office, David continues to foster a culture of inclusivity, integrity, and professional excellence.
EDUCATION
David holds a bachelor of arts in economics from the University of Washington. David also holds the CERTIFIED FINANCIAL PLANNER™ certification and has passed the Series 7, 63, 65, 9, and 10 exams, and holds multiple insurance state licenses. The multi-year CFP® program is a well-regarded certification awarded by the CFP® Board to individuals that meet rigorous educational, testing and ethical standards.
As a CFP®, David is held to the highest fiduciary standard and he is committed to an elevated standard of service and care, and this includes delivering on a Wealth Plan that truly depicts your family’s financial desires & needs. Having a Wealth Plan that is both fluid and interactive, will allow him to focus on what’s most important to you: your family’s continued financial well-being.
PERSONAL
David and his wife, Stephanie, are the proud parents of three children, Cameron (age 14) & Kylie (age 11), and Nathaniel (age 9). Their family resides in Laurelhurst, Washington. Weekends are busy on the family farm in Woodinville, Washington, just 20 miles away – David and his family can be found tending to family “pets” including: horses, several chickens and ducks and a handful of barn cats, their black Labrador, and a Chinese Shar-Pei. David also enjoys attending his kids’ sporting events and has participated at times as a coach and mentor.
Beyond his family and professional duties, David finds time for his personal well-being in the form of meditation, personal reflection, and practicing gratitude. For nearly 17 years, David has been an active mentor to a young man he paired up with through the Big Brothers Big Sisters program of Seattle, Washington.
