More About David
As Managing Partner, I share responsibility for charting our course as a firm, hiring and training our associates, and ensuring we provide the best selection of financial products and services and solid wealth management advice to all of our clients.
I feel truly blessed to be able to do what I love and help others achieve their financial goals in the process. It is enormously gratifying to work with clients to develop a financial plan, retirement plan or investment strategy and then watch the progress and see how their lives and their future change as a result of our work together.
I live in Pinehurst with my wonderful wife Krissy and our three children, Marianne, Caroline and John David. My passion is Men’s ministry and I’m an active participant in Every Man A Warrior and F3 Sandhills. I love spending time with my family, following college sports and singing.