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November 2021 by Justin Lowe
Every client David has is treated with the same attention and care whether they are just starting to save or have millions. I always feel he has my best interests in mind with every decision we make together. He always takes the time to answer all my questions thoroughly with as much detail as I need. I highly recommend starting the path to financial security with him!
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November 2021 by Kathryn Bishop
When I left my job to start my own business, I wanted to roll my 401k into an IRA just to get away from my old company. I found David through a friend and contacted him. I've always been intimidated about talking to a financial advisor because I was pretty sure they would tell me to save about twice what I make a year in order to retire.He started out by asking me what I wanted to do in retirement. It threw me, I had no idea. I always thought I'd have to squirrel away every penny and then see where I was when I could no longer work.Its nice to have a plan now and a much clearer picture of where I am and where I'm going to be in the future. If you've never worked with a financial advisor, I highly recommend calling David. He'll walk you through everything and make it very easy.
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November 2021 by Brian Allen
David takes the time to look after his clients. His help has been invaluable. I feel the future is more secure with David on my side.
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November 2020 by Kelly Dorgan
I never had a Financial Advisor until David. Now I wish I had started sooner. He is patient, studied, and works well across populations. There are no moral judgements, shaming, or deceptive practices with him. His BOA Shannon is great too.
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November 2020 by Winston Oxendine Jr.
David was very personable, helpful, and knowledgeable about the information needed.
