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MBA · ChFC · RICP · CLTC
Virtual
In-Person
Specialties
David is a highly experienced financial professional with New York Life Insurance Company and a Registered Representative* with NYLIFE Securities LLC, bringing more than 25 years of industry experience.
His work focuses on helping individual, families, and business owners with retirement income strategy, insurance-based risk management, and long-term care insurance. David is known for his disciplined, thoughtful approach and his ability to simplify complex financial decisions, enabling clients to move forward with confidence. A Bronze Star-decorated U.S. Army veteran, David brings a strong foundation of leadership, integrity, and service to every client relationship. He holds an MBA and professional designations, including Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), and Certified in Long-Term Care® (CLTC®), and is licensed to serve clients in multiple states. David has been married to Paula for 32 years and is the proud father of two accomplished daughters, Zemoria and Zenani. * Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. 2623 CENTENNIAL BLVD SUITE 205 TALLAHASSEE FL 32308. NYLIFE Securities LLC is a New York Life Company
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Always free for clients.
MBA, ChFC, RICP, CLTC
Chartered Designations
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