For 25 years, David has been providing personal wealth and financial planning advice for a select number of high net worth and affluent client households on their comprehensive wealth management needs that affect themselves and their families.
Clarity and empathy are at the heart of his personal philosophy. He seeks to understand not only what is important to his clients, but also ‘why’ that is important. David is grateful for each of his client relationships, for the opportunity to make an impact in his client’s lives, and for the opportunity to be part of their life journey.
Giving back and serving others has always been a personal way of being. This has resulted in charitable giving and philanthropy being a cornerstone for an increasing number of wealth planning conversations. By helping individuals put ‘scarcity’ into perspective so that ‘abundance’ and ‘gratitude’ become part of their though process, it increases their ability and desire to positively impact the lives of others.
Life Outside Of Work:
- Being able to enjoy the beautiful West Coast landscape with a run or hike along the local trails, kayaking or skiing
- My loving wife, son and large family – 5 sisters and 17 nieces and nephews!