Senior Lead Planner
David is a Sr. Lead Planner for Facet. He brings more than two decades of experience to the team as an investment advisor, financial planner, public speaker, and board member of financial planning groups & charitable organizations. Prior to Facet, David was a lead advisor at an independent wealth management firm and led a nationwide team of advisors for a large investment firm. David is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
University of South Florida (BA)
"Give every day the chance to become the most beautiful of your life." - Twain
Get to know David
Backpacking near our home
Summer in the mountains
Navigating trails in another one of those favorite places
They bring us love and laughs, and that is more than enough
Where's your favorite place in the world?
Hiking and backpacking in the backcountry. Dolly Sods, WV is high on the list, as is most anywhere on the Appalachian Trail.
What's the coolest thing you're working on right now?
Helping the two young adults in my family find their own life passions and way in this world.
If you could be an animal which would you be?
One of our Borgi dogs. They have a good life. We often say to them “It’s tough to be you”. I wonder if they understand?
What's the last book you read?
“The Tiger” by John Vaillant. It’s a fascinating true story about grit and resiliance.