David has been in the financial services industry for over 20 years. He has a wide range of backgrounds and experience in personal finance. He uses the knowledge gained from them to help families plan for life's challenges (retirement income planning, educational planning, investment risk assessment, etc.)
David Holds the CFP® (CERTIFIED FINANCIAL PLANNER™) as well as the ChFEBC℠ (Charter Federal Employee Benefits Consultant), and the AIF® (Accredited Investment Fiduciary) designations.
David enjoys his off time with activities for his girls, basketball on the weekends, and mountain biking whenever he can.