In his professional offering as a REALTOR, David brings the full force of his academic and career training to help execute one of life’s most important financial decisions. Real Estate. David has worked as an advisor within the financial services industry for 30+ years, with in-depth experience in investment management, insurance, estate and comprehensive financial planning.

David also is the holder of the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. David’s passion is grounded in assisting people align their core values with their financial objectives so that they might live a life reflective of their highest ideals. That involved not only David’s technical expertise, but also called on his skill in guiding clients to be intimately aware of their own “financial personalities” so that they make the smartest financial decisions possible.

Real Property, Real Financial Intelligence.