With financial planning representing both a humanistic art as well as an analytic science, David strikes the happy medium in his role as a SAGEbroadview Wealth Manager. Joining us in 2007, David has enjoyed building deep, durable relationships with many of our clients, assisting them personally with their financial life planning. We also often turn to David as a go-to resource for strengthening our technical capabilities, regulatory compliance, and data and analytical research standards. Before joining us, David’s global experiences took him from two years of teaching English with the Peace Corps in Guinea, West Africa, to retail management with Sears, Roebuck, & Co. in Maine, to seve