Serving clients since 1998
David plays a vital role in the client education and planning process. He works behind the scenes, examining each client’s financial situation and identifying specific ways they can use their resources to achieve their goals. With his comprehensive financial planning experience and a keen eye for detail, he helps open clients’ eyes to their financial options and opportunities, giving them greater clarity about their situation and the confidence to make strategic decisions.
Outside of work, David enjoys spending time with his wife and exercising his musical talents. He plays keyboard with several bands, hosts a weekly two-hour jazz show on Cape Fear Radio, and runs the sound for his church, 828Church.