David started his career in the financial services industry in 2007. His focus has always been to provide a client-first approach to financial planning. David believes in establishing a strong relationship of trust with his clients will allow him to better understand their needs which will result in a more personalized plan and financial path for the future.
Raised by entrepreneurs, David knows the highs and lows of running a business. He draws on his personal and professional experience to prepare clients for the future. David has received the Chartered Life Underwriter (CLU), and Certified Financial Planner (CFP) designations.
Married to Stephanie with a son who is very active with hockey, soccer, and bicycling on local trails, David values his family time as well. David and Stephanie volunteer their time in support of various community groups and clubs.
Professional Designations | CLU, CFP