Specialties
About Me
David’s career began in the Armed Forces as a human intelligence collector.
When he left the service, his skills followed him to the financial sector as a banker where he identified opportunities and services by interacting with clients to help them better their financial situation. Soon after, he rose through the ranks to become a Financial Advisor. As an advisor David leads with planning and believes a solid investment plan is key to the confidence and long-term success his clients deserve. David is a dedicated family man who can’t wait to explore new parks with his wife Lindsay and their two children, Chris and Elisa. You’ll also find him driving racetracks around the state or out on the soccer field with friends and family.
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Interests & Hobbies
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Credentials
CFP, RICP
Chartered Designations
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Disclosures
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.