“My entire approach is designed to make a client’s life easier and more rewarding. When I can help a client define their dreams, develop their plan and measure their progress, I know we’re on the right track.”
David has been advising clients since 2005 and earned his CERTIFIED FINANCIAL PLANNER ™ designation in 2009. David provides personalized guidance and education to help clients through life’s ups and downs. His approaches to financial planning help clients define their goals, understand where they want to go, and build a plan for moving forward.
David is a native of Enterprise, Alabama. David is a member of Young Business Leaders of Birmingham and the Hoover Chamber of Commerce. He is a member of Highlands Riverchase Campus Church and spends his free time doing cross-fit and learning to play golf. He is the proud parent of “Money” the dog.