David’s passion is serving clients by helping them make wise and informed decisions with their money. He has a strong technical background and a commitment to holistic financial planning with all clients. David enjoys bringing clarity to complex financial issues, allowing clients to make informed financial decisions and live more fulfilling lives. David serves a wide range of clients but has a large amount of experience serving dentists, doctors, lawyers, executives, and high-net-worth families.
David began his career developing financial plans for high-net-worth families with a national wealth management firm. In 2014 David joined Bridgeworth to develop and run the financial planning department. In this position, he was responsible for plan development and strategic direction for all planning operations. David has also served as a consultant to advisors on complex planning strategies.
David is active in both community and professional organizations, serving on the Board of Directors for the Financial Planning Association of North Alabama and the UGA Financial Planning Program Alumni Advisory Board. He is also a dynamic member of the Rotaract Club of Birmingham and on the Red Mountain Park Junior Board. David and his wife, Kara, have two children and are active members of Cahaba Park Church. In his spare time, he enjoys running, visiting National Parks, and reading good books.