David has been providing financial advice and wealth management services to corporate executives, business owners, multigenerational families and trustees since 1995. He was named on the Forbes list of Best-in-State Wealth Advisors for 2022 & 2023 with recent interviews including CNBC, Investment News and RIA Channel.

He appreciates that there’s more to managing wealth than simply managing investments. Thus, David assists in managing the many complexities of his clients’ financial lives including risk management, retirement, tax and estate planning. Helping them to understand not only what’s important but also what’s possible with the goal of balancing living life in the present and still planning for the future.

On a personal level, he proudly achieved his Eagle Scout Award and continues to demonstrate those values of community service and leadership through involvement with various charities supporting youth and education. His passions include serving as a founding member and Chair-Elect of the George Mason University Financial Planning and Wealth Management advisory board where he was also recognized in 2020 as a Prominent Patriot. He also supports Second Story having taught budgeting and finance to young mothers experiencing homelessness and was their Beacon of Hope charity event title sponsor in 2021 through SEIA’s Signature Fund for Giving.

He resides in Vienna, Virginia with his wife and son. Additionally, he loves the outdoors and enjoys international travel, high-altitude mountain climbing and running.

For additional information on awards and accolades received, please refer to our Disclosure Information page.