David works with clients who are preparing for retirement and with those who are now living in retirement. The common thread is helping them achieve their definition of retirement success. Ultimately, that means maximizing retirement assets during their career time frame and then preserving those assets over a long life-after-career time frame.

"The most important thing for me is to get a clear understanding of what each client wants to achieve. With that I can analyze their current situation, develop alternatives, and design a plan. Then we work the plan together."

David's career history includes national management roles for financial services institutions both on the consumer side and the product side of their distribution systems. He received an MBA from Purdue University and a BS from Virginia Tech. His professional designations include CLU and ChFC from The American College.  David is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.

A self-described health nut and workout enthusiast, David also coaches middle school sports and enjoys golf and tennis - keeping family time the first priority.