David has been helping families manage their wealth for over 30 years. He excels in attention to detail, understanding his client’s needs, and implementing strategies that work for them to grow and protect what they’ve worked a lifetime to build.
David is a United States Airforce Vietnam Veteran and a graduate of the University of Tennessee. Professionally he holds the Chartered Retirement Plan Specialist, Registered Financial Consultant, and is a Qualified Financial Planner.
David is married to his wife Maria and they reside in Knoxville, TN. Together they have two children and two grandchildren.