David uses his financial background and reasoning skills to help clients address important decisions impacting them, their families and their businesses. His focuses include preservation and replacement of income streams, planning for retirement, business succession planning and transfer of wealth to future generations. Working with a clients other professional advisors, David implements comprehensive strategies that are in alignment with each clients objectives.
David grew up in southern Missouri and graduated with honors from The College of the Ozarks, termed by The Wall Street Journal as Hard Work U, with a Bachelor of Science in Business Administration. After graduation, he spent more than 20 years in various executive capacities at a major Midwest Regional Bank headquartered in St. Louis, MO prior to its acquisition by Bank of America. Since moving to Charlotte in 1998, David has been active in his church and the Charlotte community in various volunteer capacities. He is currently on the Board of Managers of a YMCA branch. David and his wife Pam have three sons, two daughters-in-law and five grandchildren.
Insurance: Missouri, North Carolina, South Carolina
Investments: Indiana, Missouri, North Carolina, South Carolina and Virginia