David is passionate about providing his clients with the tools and education they need to navigate life’s financial challenges. David has been in the financial services industry since 2009 and recognizes the more knowledge his clients have, the more empowered and confident they feel about achieving their goals.
A Southern California native, David, holds a bachelor’s degree in business administration from California State University, San Bernardino, and a master’s degree in finance from the College for Financial Planning in Centennial, Colorado. David has served on the board of the local non-profit, Outdoor Journeys, since 2018.
David and his wife, Marjorie, live in Redlands with their daughter, Severine and rescue cat, Mina. David enjoys autocross racing, reading, and taking his family to the movies.