Senior Vice President, Investments

David learned early in his career that having a long-term financial plan and a highly diversified portfolio was the best path to success for his clients. Although highly skilled in all areas, David’s focus within the team is centered on financial planning, mutual fund research, and managed accounts research. He has always operated under the philosophy that honesty and trust are the cornerstones to building a long-term relationship with his clients, and their families. In 2000, he entered the financial services industry as an advisor with A.G. Edwards, and in 2008, earned the professional certification of Certified Financial Planner™ practitioner. By being certified by the CFP Board, David has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.

Prior to his financial services career, David served as a sales representative for Miami Elevator Co., and graduated cum laude from Florida State University with a bachelor’s degree in marketing. He continues to be an active member of his community, volunteering and serving in various board positions with the Rotary Club of Lake Buena Vista and the American Lung Association.

David was born in Dallas, where he lived until age 11, when the family relocated to Orlando. Today, David resides in Windermere with his wife, Cari, and children, Ella and Austin. He enjoys golf, softball, and exercising.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

All investing involves risk and you may incur a profit or a loss. Past performance is not a guarantee of future results. Diversification does not ensure a profit or guarantee against a loss.