CFP®, AFC®
David joined DMBA after working in financial services for 20 years. He helps his clients eliminate debt, save for the future, and make sure their families are on track for retirement and lifelong financial goals. He loves assisting individuals one-on-one. Giving financial education, advice, and guidance are the most rewarding parts of David’s career and he is excited to bring this passion to DMBA.
David and his wife, Julie, are busy raising five children and enjoy basketball, golf, skiing, cycling, and hiking. They would love to travel back to Portugal and Australia where they served their missions.