David helps his clients by answering their financial questions so they can make educated and informed decisions. Since 2009, David has been guiding his clients through a proven planning process to help reach their financial goals.

David begins his planning process by creating a one-page Asset-Map. This brings clarity to a clients current financial situation and provides David with the information needed to give the best advice and recommendations for the future.

David understands the importance of continuous education in the financial planning industry, which is why he has earned the CFP®, ChFC®, CLU® designations. David also earned his bachelor’s degree in Business Administration, with a concentration in Finance from Longwood University.

David grew up in Reedville, VA, in the Northern Neck. He currently lives in Midlothian with his wife Meghan, their identical twin boys, Connor and Brooks, and their daughter Reese.

Why Choose a CFP?

I am an Administrative Assistant with the Community Financial Group office in Richmond. I joined the team in 2018.

I have a strong desire to help people succeed and chose to apply my analytical mind to the world of finance. I have enjoyed a long tenure here at CFG and thoroughly enjoy working alongside so many great people.

Coming to work every day brings me joy because I get to watch our clients achieve their life goals. Whether it’s taking a dream vacation, closing in on a first home purchase, or making breakthroughs in their careers, being a guide (and a cheerleader) for them is a very fulfilling experience.

My colleagues would describe me as hard-working and amicable. I’m always happy to have a chat with our financial professionals about the strategies they’re working on for clients, or just grab a bite to eat with colleagues and hang out. When I’m not at work, you can find me relaxing by reading a book or watching TV.

Kaitlyn Alloway provides administrative support services only