As a Certified Financial Planner™ and a Chartered Advisor in Philanthropy® certificate holder, David has built his expertise and reputation by servicing the complex needs of high net worth individuals and their families. David was named one of “America’s Top 1200 Advisors” in 2014 by Barron’s Magazine, which represents the top one percent of the wealth management industry.
David began his career in the financial services industry in 1998 after earning his BS in Finance from Oregon State University. As the Managing Director, he sets the firm's strategy and oversees key client relationships.
David enjoys spending time with his wife, Kelli, and their daughters, Olivia and Mia, as well as traveling, scuba diving, and furthering his knowledge of wine.