David uses financial planning and investment processes that help his clients to make well-informed decisions at critical points in their financial lives. His fee-based approach allows him to build investment and planning strategies that are not biased toward any product or company. This allows him to ''sit on the same side of the table'' as his clients.
David's practice is built on the following personal beliefs:
? Long-term, healthy relationships are built on honest, open communication. ? An advisor must know the ''big picture'' before giving advice. ? Things will change, so flexibility is a key planning element. ? Losses can hurt more than gains help. ? Every client is unique, so no one solution is always the best answer. ? Trust must be earned.
David has been involved in many organizations including charities, civic organizations, and churches. Always looking to give back to the community that supports him, he is active in the Mount Juliet / West Wilson County Chamber of Commerce where he serves on the Board of Directors and also served as the 2012 Chairman of the Board. He is also a member of the Mount Juliet Noon Rotary Club where he serves on the Board and will serve as the President for the 2014-2015 Rotary Year. David served for 6 years on the board of the Charis Health Center, including 4 years as president. David and his family are active members of Celebration Lutheran Church in Mount Juliet, where in the past he has served on the Council and as Treasurer.