David joined the firm in 2022 as a staff accountant. He has over 20 years experience in the financial services industry where he worked closely with clients in the area of wealth management and lending strategies.
He graduated from Sacramento State with a degree in Business Administration with a concentration in Finance and earned his Series 7 and 66 securities licenses. David has over 20 years of experience in the financial services industry where he focused primarily on wealth management and lending strategies.
Passion: Family vacations, cooking, cycling and the great outdoors.
Role model or hero – my grandfather
Accomplished life list – Being a father to 3 wonderful kids. Visiting 24 National parks and monuments. Bowling a perfect game in a tournament.