The Wealth Office® , CFP®
David provides investment consulting services to high-net worth families, corporate executives, non-profit organizations and financial advisory firms. David services clients by providing advice and expertise in asset allocation, portfolio design and manager selection. He also guides clients through a comprehensive wealth planning process to ensure coordination of investment objectives with their financial planning, estate planning, tax and lending strategies. Prior to joining the firm, David was Director of Wealth Management at ORION Investment Advisors. He holds a BBA from James Madison University and is a Certified Financial Planner (CFP®). In his free time, David enjoys staying active, traveling, volunteering and entertaining family and friends over good food and a craft beer.