David began his financial services career in Charlotte, NC after graduating from Elon University in 1995 with a Bachelor of Arts degree in Psychology and a minor in Finance. He soon moved his practice to his native hometown of Gainesville, FL, where he has provided financial advisory services for clients since 2001.

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David is both a Certified Financial Planner (CFP®) practitioner and a Certified Investment Management Analyst (CIMA®). Applying these two distinct areas of expertise, he develops comprehensive financial plans and constructs advanced investment portfolios designed to help clients reach their financial goals.  

 

An active member of the Gainesville business community, David has served on the board of directors and as president of many local professional and service organizations including the Rotary Club of Gainesville, North Central Florida Estate Planning Council, and the National Association of Insurance and Financial Advisors, Gainesville. David enjoys spending most of his free time outdoors with his wife Megan and their son.