David is a co-owner and co-founder of Gateway Financial, providing key leadership since 1982. He is responsible for building and managing relationships for the firm. David has sophisticated insight and experience in all areas of financial, benefits, and generational wealth planning for individuals having net worth of $20 million or more and is adept at the design and funding of executive benefits for both public and private companies. His extensive experience in wealth preservation and business continuity planning creates opportunities to work with a variety of individuals and business owners. David works closely with clients and their advisors and guides them through the insurance acquis