David has been providing sound financial advice to his clients since 1991.
"My primary job," David says, "is not to know which investments are going to 'outperform' other similar investments. My job is to help my clients have a successful retirement. You tell me where you want or need to be, and I'll design a strategy, that history and logic say will give you the highest probability of success."
David specializes in working with clients who have reached the distribution phase of their wealth. He uses comprehensive Financial Planning to design strategies for clients to provide incomes that are designed to keep pace with inflation, but also provide incomes that his clients can never outlive!
Areas of Expertise
- Wealth Distribution
- Comprehensive Financial Planning
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant (ChFC)
- Certified Fund Specialist (CFS)
- Emory University Graduate, Atlanta, GA
Outside The Office
David lives in the metro Atlanta area with his wife, Meredyth, and five sons Cody, Toby, Jesse, Trace & Colt.
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