As a retired Navy Commander specializing in Naval Intelligence, David brings a unique and specialized skillset with a global perspective to his clients, along with more than 22 years of continuous investment management and financial planning expertise.

David strives to thoroughly understand each client’s individual needs, wants and desires so that he can provide a comprehensive financial approach to meeting life’s milestones.

David has continually been recognized for his achievements, including the following distinctions and honors:

• 2009-2020: Member of Raymond James Leader’s Club*
• 2014-2018: Member of Raymond James exclusive President's Club*

David began his career at Merrill Lynch, as a financial advisor, graduating at the top of his class in the Professional Development Program. Before joining Raymond James, David was a Vice President helping to manage $850 million in client assets.

David earned a bachelor’s degree from Ball State University in Muncie, Indiana.

When he’s not in the office, David and his wife Diane enjoy traveling and spending time with family and friends.