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.