David has been working in the Finance Industry for over 10 years and continues to deliver exceptional customer service to our clients. As an integral part of the team, David connects with individuals to build and maintain client relationships. He also works directly with our advisors to support appointment scheduling and serves as a point of contact for our customers.
On a personal note, David is interested in renewable resources and taking care of our planet. He is also a big fan of all things Disney, Harry Potter, and Science Fiction. He enjoys spending time with his wife and their adorable 4 lb dog, Gucci.