David brings 30 years of extensive experience in investment management, estate planning, and liability management for individuals, corporations and retirement and profit sharing plans. Throughout his career, he has been recognized for his commitment to his clients, his integrity and his ethical business practices.
David focuses on an exclusive group of clients in an effort to ensure he is providing the highest level of service. From the start of the relationship, he develops a full understanding of the current and future needs of his clients and their families. David likes to provide his clients a personal touch and will often develop a personal friendship with them.
Before going Independent with First Point Financial, for the past 30 years, David has been an advisor with Morgan Stanley Dean Witter, Merrill Lynch, Bear Stearns, and most recently, with Wells Fargo Advisors.