As a Wealth Manager, David is responsible for maintaining a proactive, ongoing relationship with the families we service. He enjoys working closely with clients to turn complex financial advice into easy-to-understand guidance, which can be rare in the financial services industry today. David joined the firm in search of an organization specializing in long-term wealth management through the integration of financial planning and investment advice. When asked what the favorite aspect of his job is, David said “The best part of delivering financial advice to our families is receiving the sincere, “thank you for all your work” after each meeting. The best feeling in the world is helping peop