After 25 years in the financial industry, with an emphasis on asset protection, income generation, personal pensions and wealth transfer, David is very experienced in paying close attention to the kinds of details that are necessary to point clients toward those options that will help them achieve many of their important financial goals. By keeping things simple, and not trying to “dazzle” clients with colorful charts, and hard-to-understand graphs, he excels in finding solutions. He is fond of saying, “after all, 1 + 1 = 2. Always. Numbers never lie”.
David was born in Huntington, West Virginia and raised in Sarasota, Florida. In 1978, after college at Marshall University in Huntington, David worked in Washington, DC for the United States House of Representatives, during the 95th Congress. Thereafter, he was hired to run the mid-Atlantic region of a national audio/video company with many locations stretching from Philadelphia to Miami. Because of his penchant for numbers & detail, in 1991, David decided to turn his career path toward the financial industry, beginning his training with MetLife & The Hartford. In 1993 David and a long-time friend founded an estate planning firm in Columbia, South Carolina. In 1995, due to rapid growth, the boutique firm relocated to Atlanta, Georgia where David became the sole Principal & CEO.
Today, with clients across the United States, David has become well-known for his straight answers and simplified approach to protecting the financial well-being of his clients. In fact, today, a majority of new clients come from referrals. David has won awards for his work, and been asked to speak at numerous venues, before a range of audiences -- including local individuals interested in their financial futures, a physicians’ panel at Emory University and business students at the University of Valencia in Valencia, Spain. David has also conducted seminars, and trained and led financial advisors in many states.
David has a daughter who is a registered nurse in Long Beach, California. He loves being outside, especially at a beach or pool, and is an avid golfer and sports fan who also has hiked a portion of the Appalachian Trail.