David brings over 25 years of financial services experience, helping individuals, families, foundations, and non-profits manage, preserve, and grow their assets. He emphasizes comprehensive planning that aligns philanthropic, financial, and legacy goals with all aspects of clients’ lives, guided by his principles: Educate, Incorporate, and Communicate.
David holds the CAP® and CRPC® designations. He is actively involved in his community, including co-founding 100 Donors, and enjoys golf, hockey, cooking for his family, and playing guitar. He is the proud father of four children.
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