David Christian
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Position: Founding Partner, Managing Director, CFP®
As a CERTIFIED FINANCIAL PLANNER™, David has built his expertise and reputation by servicing the complex needs of high net worth individuals and their families. 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.
OUR TEAM
