David has worked in the financial services industry for fifteen years. His primary focus is wealth management and retirement planning. When people ask David why he became a financial planner, the answer is all about loving what you do. “Working with individuals and families to reach their retirement and financial goals is something I absolutely love,” says the Denver native. “I know my efforts can impact my clients for the rest of their lives, and benefit their children as well.”
David has earned the Raymond James Executive Council Award1 for the past four years (2014, 2015, 2016, 2017). Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity. David has been quoted in several Denver Post articles for his expertise in financial planning. In 2015 David was selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James. He successfully completed the curriculum and passed the exam to earn this designation, which emphasizes investment management consulting, asset allocation and portfolio construction. In 2010, David earned the Rising Star Award from Raymond James for his dedication and service to clients and high-level professional performance. David is a member of the Financial Planning Association and the Financial Services Institute.
David is a Registered Investment Advisor Representative and holds multiple security licenses that include Series 6, 7, 9, 10 and 66, as well as life, health and long-term care insurance licenses. David is a Certified Financial Planner™ practitioner and Branch Manager. He also holds a WMS, Wealth Management Specialist designation and is a CEP®, Certified Estate Planner.
David graduated from the Colorado School of Mines with a double major in mechanical and civil engineering while playing basketball. After graduation, David worked for Anderson Consulting (now Accenture), one of the largest business and technical consulting firms in the world. His experiences there have augmented his transition into finance and enhanced his ability to help his clients with a well-rounded approach to investments. In 2007 David partnered with Sean O’Neill, CFP®, to open a new branch office in south Denver with Raymond James Financial Services, Inc.
David's recent Mission Trip to Juarez, Mexico
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
1Membership is based on prior fiscal year production. Re-qualification is required annually.