David works with those preparing for retirement and a broad range of individuals and families, helping clients navigate retirement planning, investment management, and comprehensive financial planning.

He takes an education-focused and personalized approach to planning, with work that is designed to help clients navigate financial decisions with greater clarity and confidence.

David earned a B.S.B.A. in Finance from Avila University. His background in operations and client relationship management supports a thoughtful and goal-oriented approach to client service.

Outside of work, David enjoys spending time with his wife and children, golfing, watching sports, and cheering on the Kansas City Chiefs.

Serving clients throughout Greensboro and the greater Triad area, including High Point, Winston-Salem, Jamestown, Summerfield, Oak Ridge, and Kernersville.