David has been providing peace of mind to individuals, small businesses and non-profit organizations for over 25 years. He helps his clients make smart decisions by first truly getting to know their past, present and hopeful future and then creates a strategic financial plan geared towards their unique goals. Because of his honest approach, clients have come to call him a trustworthy advisor and friend that help them find assurance even during large market down swings or alarming news headlines.
When he’s not helping client’s dreams come to life, he’s day dreaming about his next backpacking adventure. David’s a long-distance backpacker and outdoor photographer, which brings him a mental endurance that transfers into everything he does. He also enjoys spending every spare minute with his wife Charmaine, their 5 adult children and 2 grandchildren.