David was born in New Orleans and has spent the last 20 years in the DC Metro Area. He graduated from James Madison University and has an MBA from Mississippi College. With nearly 20 years in the financial services industry he helps to simplify financial planning to help clients persue their financial goals.
David and his wife, Stephanie, live in DMV, with their 2 children Grace and David Jr., and 2 dogs Maximus and Winnie. When not helping clients persue their financial and personal goals David enjoys coaching his children’s sports teams, golfing and volunteering with his family at their local church.

