About Us / David

With over 25 years of expertise in financial services, David has built a reputation as a trusted advisor, guiding individuals and families toward financial security and lasting prosperity. As a CERTIFIED FINANCIAL PLANNER^® professional and Fiduciary, he remains steadfast in his commitment to acting in his clients' best interests by crafting personalized, holistic financial strategies that address every facet of their financial lives, from retirement planning to wealth preservation.

David’s dedication to excellence has earned him widespread recognition. His mission extends beyond investment advice; he strives to foster deep, meaningful relationships with his clients, ensuring they feel supported, informed, and empowered in their financial journeys. With an unwavering focus on professional integrity, David delivers tailored portfolio strategies designed to help clients achieve their goals while navigating life’s evolving financial landscape.

Beyond the numbers, David’s commitment to service extends into his community. He is an active member of the Bartow Rotary Club and a dedicated contributor to Sam Jones Methodist Church, always seeking opportunities to give back and create positive connections. His belief in strong community values mirrors his approach to investment planning by prioritizing trust, reliability, and long-term impact.

Outside of his professional and philanthropic endeavors, David finds joy in spending quality time with his family. Whether enjoying saltwater fishing or skiing, he embraces the thrill of adventure and the relaxation of the great outdoors. He and his wife, Alice, reside in Cartersville, GA, where they raise their two children, Anna and Isabelle, instilling a love for family, service, and the pursuit of personal and financial well-being.