I am a Certified Financial Planner with over 16 years of industry experience. I have experience working with individuals at different stages in their financial journeys, and appreciate the opportunity to do so.
I currently reside in Rock Hill South Carolina with my wife, two boys, and our dog. Outside of work I enjoy anything outdoors and spending time with my family.
Education: The University of North Carolina at Charlotte, M.S., The University of North Carolina at Charlotte, B.A.
"The only man who never makes a mistake is the man who never does anything"- Theodore Roosevelt
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Get to know David
A boy and his dog
My boys
Disney 2023
Scooby
Who has had the greatest influence on your career?
My mother had the greatest influence on my career. She always taught me I can do whatever I put my mind to and has been there to support me every step of the way.
What’s the top destination on your must-visit list?
Finland
Where's your favorite place in the world?
Charleston, South Carolina
What are you passionate about?
I am passionate about my family and watching my boys grow up.