Financial advice for people like you.

Client: Ashley
Age: 30
Position: Medical Sales Account Executive
Primary Goal: Get her financial house in order, start a financial plan, begin developing good habits with money
couple with kids
Clients: Paul and Jennifer
Ages: 45 and 44
Positions: Medical Equipment Sales Director and Homemaker
Goals: Get spending under control, rollover old 401(k), start saving for college, develop a strategy for stock grants, save on taxes where possible
Client: Thomas
Ages: 58
Position: Pharmaceutical Sales
Goals: Save for an early retirement, minimize taxes, and make sure he is doing everything possible to maximize wealth, get better educated on his money

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