David joined GLH&C in 2001 and offers 25 years of experience in the financial services industry. He enjoys helping his clients navigate the complexities of investing, wealth management and tax-sensitive financial issues.
David specializes in corporate retirement and profit-sharing plans, priding himself on finding the right retirement planning solutions for each company and their employees. He also offers expertise in the area of insurance, working to ensure his clients and their families are protected in the event of unexpected loss.
Understanding that wealth is created by systematic investing over time, and that clients will be more successful if they stick with their strategy, David creates strategies that his clients will be comfortable with for the long term.
As a financial advisor, David holds Series 7, 31, 63, and 65 securities registrations as well as a license to offer both life and health insurance.
David earned a Bachelor of Science in Business Administration and Marketing from California State University, Sacramento and holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
David lives in California with his wife Deanna and son Bobby. In his spare time, David likes to ride bikes and enjoys sailing and skiing. He has also been known to serve on nonprofit boards such as the Sacramento Choral Society and Orchestra and the Citrus Heights Rotary foundation.