Our Approach
A good plan starts with defined goals. Leveraging resources from LPL Financial, David helps clients identify and quantify their goals. He guides them through the financial planning process, all the while being transparent about fees. The result is a plan that can help clients focus on living their lives and not worrying about their money.
Why Work With David?
There are many advisors out there. As a fee-based, CERTIFIED FINANCIAL PLANNER™ professional, David employs a strict approach to financial planning and wealth management. He enjoys continuous learning so that he can stay on top of conditions and strategies so his clients can pursue their desired outcomes.