With over 30 years of experience, David is a powerhouse of ideas to help clients save or spend money. He provides highly specific, customized strategies for your savings, spendings, taxes, and investment allocations. He takes a deep dive into your career, lifestyle, current assets, unique situations, and retirement goals. His clients are always astounded by his attention detail and extensive knowledge in finance laws and accounting practices. Finally, Dave makes recommendations for your wealth manager, tax accountants, legal team, and insurance agent. Dave is semi-retired and works as a consultant with clients by request. He joined WhiteRock Wealth Management after decades of running his