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When David joined the firm, we gained a relationship manager and financial planner full of high character, highly capable to serve our clients. David looks forward to the opportunity to serve clients based solely on what’s best for them. Providing conflict-free planning and investment management service was something he knew he would be proud to do each day.
Bringing peace-of-mind to clients is incredibly rewarding and his favorite part of delivering financial advice. David enjoys knowing he can relieve client stress by assuring them they have us in their corner constantly looking out for their financial wellness.
David’s favorite part of the financial planning process is getting to know the client. “Just as there is so much more to people than their finances, there is so much more to a financial plan than numbers. The holistic approach we take to financial planning goes beyond just investment management, as we work to ensure our families are confident in all aspects of their financial lives.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Photos of my daughter, Cameron. Time has flown by as a dad, and I feel lucky to have become a parent during a time where my wife and I can have countless photos and videos at our fingertips. I’m not sure how parents survived in the 90’s with camcorders and getting film developed, but I do have some submissions ready for “America’s Funniest Home Videos”, whenever that makes a comeback.
Take time to step back and remember your “why?” of personal finance. Life goals usually boil down to being able to do what you want, when you want, with whom you want. When it comes to finances and having a plan, it can be easy to lose sight of the forest for the trees.
My wife, Colleen, and I love to hike up to alpine lakes and take in mountain views. I also coach high school basketball, which is tons of fun and keeps me busy and dry during those winter months. Whenever I can, I sneak in a round of golf or at least a bucket of balls at the range.