CFP®
Wealth Planner
David has worked in the financial world from the day he graduated college. He studied international business and traveled the world learning about how business is done in different cultures and economies. And when you ask him what he loves most about his role as a financial planner and advisor, he’ll tell you, “I love to see the fear go out of someone’s eyes when they see they can accomplish their goals.”
Instead of going into meetings with a specific outcome in mind, David shows up with one goal: to understand what really matters to someone and then see if he can help them get that. There are a lot of things that people could do, but what matter is what they actually pursue.
He’s an avid skier, loves the mountains and is one of those guys that gets straight-to-the-point and cares about what happens to people.