About David
I am passionate about helping advisors transition to a model of independence. To help these financial advisors thoughtfully evaluate all possibilities, I draw upon my 18 years of knowledge and experience in the investment management and brokerage industries.
My track record at Fidelity and other leading firms gives me a truly meaningful perspective on the financial advisory businesses. I’ve seen what it takes to become successful in an industry that continues to evolve over time.
The RIA landscape is complex and offers an array of business models that can be overwhelming, and at times, challenging to understand. Many of the advisors that I speak with want the freedom to grow, build equity, and control their own destiny. My goal is to help these advisors create a plan and choose wisely from the wide array of available solutions that may ultimately help them realize their vision.
When I’m not working with my clients, you can find me in a hockey rink or on the sidelines of a soccer field cheering on my kids and their teammates. I enjoy running and competing in various road races from 5K’s to half-marathons.
Education
Licenses
Other Credentials
IBF Designations
At a Glance
Understanding Credentials