David is a retirement industry veteran with over 15 years of combined Financial Services experience helping clients achieve their retirement goals. David joined SFA in 2019 after building one of the most well-respected boutique income planning firms in Tampa, FL. His desire and ability to impact the lives of everyone he has the privilege to serve, along with his singular commitment to maintaining the highest ethical standards in the industry, make him a much-welcomed addition to the SFA Wealth and Senior Financial Advisors family.
David’s expertise with broad based Financial Planning techniques position him to help our clients and deliver exceptional service. David currently holds a Retirement Income Certified Professional (RICP) designation, a National Social Security Advisor (NSSA) certification and is also an Investment Advisor Representative. David's credentials and commitment to continued education in these areas help deliver maximum value to our clients in the areas of Social Security, Tax, Income Planning and Investments.
David is a resident of Murfreesboro along with his Wife Jennifer, Son Cole and their Boston Terriers, Zeus and Hank. He is an avid golfer and former College Soccer player.