When David joined the firm, we gained a Wealth Manager 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.