Wealth Management Advisor

Expert – David has 18 years plus experience of crafting his skill at helping investors align their financial affairs with the life they wish to live.

Visionary – David’s start in the financial industry was fortuitous when a friend who believed his abilities are suited for the financial industry encouraged him to begin a career at a regional brokerage firm. Quickly realizing that exceptional service to clients will result in a prosperous practice David has journeyed for about 20 years gaining the wisdom and experience needed to serve clients well.

Bio – Graduated from University of Washington with a bachelors in Philosophy. David and Suzanne live in Sammamish, WA and enjoy being spectators of their daughter’s educational and recreational activities.

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