Vice President, Financial Adviser
As Vice President of One Strategic Capital, Inc., David has been in the financial services industry for over 9-years as a financial adviser with Merrill Lynch, and now One Strategic Capital, Inc. Prior to this time, David spent 25 years in the medical industry working in high-level positions with well-known medical companies.
As David will tell you, “One thing I have found in my role as an adviser is that everyone has problems to solve and most of these issues are not directly related to finances. I find it’s not so much about the next hot stock or whether the market is up or down. What is most important for clients is the concept of ‘financial wellness.’ For them it is about reaching financial goals. It’s about protecting against life’s unknowns and guarding their mental and physical health. At the end of the day, clients want less financial stress, more peace of mind and a partner that will help them get there. Every day I get a chance to make a positive impact in people’s lives, an opportunity I cherish deeply.”
To meet these needs, David leverages the valuable resources of One Strategic Capital, Inc. and our vast industry partners and relationships to provide comprehensive planning, solid investment direction and uncompromising service. David strives for clarity, simplicity, confidence and performance as the foundation for value creation.
David holds his Life, Disability & Long-Term Care licenses. David is an Accredited Investment Fiduciary (AIF®).