David believes education is the foundation of good planning, and he takes pride in empowering people with the clarity they need to move forward without uncertainty.

David is especially drawn to working with seniors and fellow veterans entering what he often refers to as the “red zone” of retirement — the years when decisions around income, benefits, healthcare, and taxes begin to carry permanent consequences. He specializes in helping clients coordinate retirement income strategies across Social Security, Medicare, and service-related benefits, ensuring nothing is overlooked and unnecessary costs are avoided.

Trust guides how David shows up professionally. As a veteran, he understands that trust is earned through action, transparency, and consistency. He approaches every client relationship with the same loyalty and care he would expect for his own family, and clients value his ability to simplify complex topics without sacrificing precision.

David is known for his direct communication style. He avoids jargon and complicated explanations, focusing instead on clear language and actionable next steps so clients always know exactly where they stand and what comes next.

Outside of work, David enjoys staying active, traveling, and exploring new places. He’s an avid sports fan who loves cheering on the Los Angeles Dodgers at the ballpark, and he spends much of his downtime outdoors taking walks with his bulldogs.