About Speaker

People choose to work with David because they trust him. He takes the time to find out what is important to his clients and their personal goals for their money. David’s approach to working with his clients is help them make educated decisions that feel right to them.

David’s clients include both individuals and small business owners. He advises his clients on a variety of matters including maximizing and protecting wealth and retirement planning.

David has a diverse experience that includes his planning practice and senior positions as a corporate executive. David has an engineering degree from Georgia Tech and has a MBA from Washington University in St. Louis.

David lives in Fayetteville with his wife, Melissa, and twin boys, Joseph and Joshua. David is an active member of Evergreen Church and a leader in Boy Scouts.

David maintains two offices, 401 West Park Court Suite 200-A, Peachtree City, GA 30269 and 5040 Roswell Road, Atlanta, GA 30342. David’s mobile number is 770-584-6258.

Registered Representative of Park Avenue Securities, Financial Representative of Guardian
2023-156760