David cares about what is important for you. He can help you analyze and prioritize your unique goals and construct a financial plan aimed at achieving those priorities. His goal is for you to feel confident about your financial future.

David earned his BA from UC Berkley and then began his career as a math teacher in Seattle. His financial services career began in 1998 at Merrill Lynch. He holds the distinguished Certified Financial Planner designation (CFP®) and is also a Registered Financial Consultant (RFC®) as well as an Accredited Wealth Management Advisor (AWMA®). David’s education and experience enable him to offer an unparalleled client experience at CWT. 

​Outside of the office, David enjoys spending time with his wife and four children. He often attends their various sporting events throughout Southern California. He also serves as a board member and Vice President of the Highline Educational Foundation, a nonprofit that provides educational grants to teachers and programs in the local school district.