David is one of the founding partners of our firm and focuses on assisting business owners, physicians, professional athletes, and high net worth individuals tackle their unique and complex financial planning needs. Through his experience, David delivers prudent advice on both the structure and allocation of client investments.
David is a graduate of Old Dominion University where he earned a B.S. in Business Administration. He currently serves on The Chesapeake Hospital Authority and is a Paul Harris Fellow. David is also a former board member of the Chesapeake Health Foundation, the Virginia Opera Statewide Executive Board, and is past chairman of the Chesapeake Foundation's Annual Gala.