YOUR TEAM

David’s guiding principle for his wealth management practice revolves around the fact that “how we handle our money should positively impact our lives and the lives of those around us” and all financial decisions should be made, based on how they can enhance our lives. When it comes down to it, it is not really about the money, but what the money can do for us. To educate and inspire the masses about financial wellness, David started The Weekly Wealth Podcast in 2020. You can listen to episodes of the podcast by visiting www.weeklywealthpodast.com or listening on Apple, Spotify and any of the other major platforms. David has been married to his beautiful wife, Jill for 20 years and the proud parent of a college junior and twin high school juniors. Through the busyness of their family and professional lives, David and Jill have always strived to remain active. David has run five marathons, completed the 300 mile ride4life cycling event twice, and completed the 100+ mile Assault on Mt Mitchell twice. In his previous career, David was a Tennis Professional and currently spends as much time on the tennis court as possible.