Financial advice for medical sales reps.

I help successful medical sales professionals plan, invest, and reduce taxes on their path to financial freedom.

sales rep with doctors
Getting your finances in order might seem like a big challenge. But don't worry, I'm here to handle the hard stuff so you can focus on what matters most to you!
Start the Retirement Quiz

Discover the impact we can make

Below are some success stories to help you better understand the role we play, and the advice we give to medical sales professionals.

I’m making more money now, how do i get started?
See the success story
couple with kids
Paul and Jennifer
How do we control spending, reduce taxes and save more?
See the success story
Do I have enough money to retire early?
See the success story

How we're different

You are at the center of everything we do - always coaching you towards your real life goals.
We focus on relationships, solutions, and outcomes; not transactions, individual products, and complex benchmarks. 
We give you objective advice. Simply put, we act in your best interest at all times. 
Our entire approach is built around the needs, concerns, and desires of the medical sales community. 

Working with an advisor should be simple.

A simple 3-step process to getting started:

Schedule a Call

This is a short call for us to get to know each other. I will go over your questions, and you can voice your goals and concerns. Together we will decide if we are a good fit.

Meet with David

In this meeting, I’ll gather info about your financial life so I can prepare recommendations. We will look at where you are and how to get where you want to go.

Think it over

We will then review your one-page financial plan that details personal, actionable advice. Hiring an advisor is a big decision, so I’ll simply ask you to think it over!

Schedule a Call