As a CERTIFIED FINANCIAL PLANNER™ practitioner, David adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. In addition to financial planning, David’s areas of expertise include tax strategies, employee benefits and retirement planning, estate planning, investment management and insurance.

David began working at Raymond James first as an intern in 1996, and then as a financial advisor and branch manager. In 2013, he voluntarily gave up several security licenses, including the Series 7, in order to co-found a fee-only RIA. David earned an MBA from the University of Florida and a bachelor’s degree in economics from Eckerd College.

He was born in Dunedin, grew up in Tarpon Springs and today lives in Seminole, with his wife and three children. In his free time, David enjoys golf, basketball and outdoor activities.