About David
Founding partner of Split Creek Capital LLC, a boutique firm that offers high touch, comprehensive financial planning and compromised, customized asset management for high net worth and ultra high net worth clients. With more than 16 years of experience in the financial industry, I have the skills, knowledge, tools and network to help my clients achieve their financial goals and objectives.
Education
Master's degree
Other Credentials
CFA®
CAIA
IBF Designations
CES™
Learn More →
Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
CDFS®
Learn More →
Certified Divorce Financial Specialist
Financial analysis and planning for divorce proceedings and settlement.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
2
Member Since
2024
Other Credentials
2
Are you a financial advisor?
Join 30,000+ professionals
Build your expertise with IBF designations.
Explore Programs
Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.