Sr. Portfolio Manager

David is a Senior Portfolio Manager with 28 years of experience in financial planning.

He is a CERTIFIED FINANCIAL PLANNER® who takes a holistic approach to working with his clients so they can achieve the goals they have for their lives and their finances.

Starting with an in-depth assessment of the clients’ objectives and creating a budget plan, he works to build estate plans and monitor them to ensure they stay current.

In his career, he has worked with hundreds of Procter & Gamble employees to assist their transitions into retirement by understanding their long-term goals and taking the time to get to know how they want to spend their post-retirement lives.

He works with individuals and families, and has also managed 401(k) retirement plans for small businesses.