I love being an advocate for our clients, providing guidance and sound advice that helps give them confidence about their financial lives. I’m driven to be known as someone clients can count on.
The Quick Hello
I believe we’re all able to create the life we desire. That’s why I’m devoting my own life to helping people achieve their financial goals through common sense investing. Our clients range from established business owners to families to young professionals in the early stages of wealth-building. No matter their goals, we aim high and keep a positive outlook.
David’s take on optimism Optimism is fueled by preparation and education. In life and in investing, we need to educate ourselves in a world that is quickly changing every day. And preparation—whether for retirement or planning for your children’s futures—leads to the best decisions and outcomes. Our experience tells us with proper planning and education, we can all feel optimistic about the future.
Life, Health and Disability Insurance licensed CWS (Certified Wealth Strategist®)
B.A., Business Administration, University of San Diego
Member, Bellevue Rotary Member, Tschetter Foundation
More about David
What excites me about the future Looking in the rearview mirror, it’s hard to believe what was thought of as cutting edge twenty years ago. With our goal of serving clients for life, it’s exciting to think of the growth ahead in our ability to serve clients over the years and decades to come.
What I love about what I do I love being an advocate for our clients, providing guidance and sound advice that helps give them confidence about their financial lives. I’m driven to be known as someone clients can count on.
At the end of my career, I want to be valued as I want to be valued as a friend, advisor, business associate, and partner who’s encouraged and helped those around me.
People would be surprised to learn about me I spend a great deal of time reading. Some of my favorites include How to Be Like Coach Wooden by Pat Williams and David Wimbish, The Rational Optimist by Matt Ridley, Tap Dancing to Work: Warren Buffett on Practically Everything by Carol Loomis, and The Intelligent Investor by Benjamin Graham. I also read The Economist weekly as well as an uncountable amount of research reports on the securities we own in our managed portfolios, want to own, or want to know more about.
When I’m not working, you’ll find me Somewhere outdoors—the golf course, hiking and biking trails, hunting fields, or the bodies of water that surround us. All are fair game come rain or shine, summer or winter.
I am A person with a deep desire for community, adventure, and connection with others.