How do I help clients develop a holistic financial plan?
My goal is to help clients achieve their vision of financial freedom by working alongside them on the path to and through retirement. I like to get to know what my clients are truly passionate about, and then build a financial plan that helps support their overall goals. I work to make sure no stone is left unturned while doing my best to eliminate their financial stressors along the way.How do I spend my time outside of OpenPlan?
The family and I enjoy getting out to local parks and exploring the landscape here in Colorado. I am an avid climber, which is a lot of what brought me from my home state of Georgia to here. I also enjoy snowboarding, hiking, and camping. Pretty much anything involving the outdoors and a physical challenge will pique my interest. I appreciate a good glass of bourbon at the end of long days.David’s credentials
- Certified Financial Planner since 2017
- Chartered Retirement Planning Counselor since 2017
- BBA in Finance from Valdosta State University
- Eight years of experience in financial planning
