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David Christian

David Christian

Founding Partner, Managing Director, CFP®

Content for David Christian


David blends his longtime expertise working with high-net-worth clients and his passion for leadership as Managing Director of the firm. He oversees key client relationships and sets the firm’s strategy, always keeping growth and empowerment at the forefront of his work.

Outside the office

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.

Education, Designation & Credentials

  • B.S. Finance

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