David is a principal of the firm and currently serves as the Chief Compliance Officer. He is a Certified Financial Planner professional, a Certified Public Accountant, and a Personal Financial Specialist. He graduated from Auburn University in 1990 with a degree in Accounting and holds securities and insurance licenses.
David has been in the financial services industry for over twenty-seven years in the Birmingham area.
His clientele includes both individuals and businesses that benefit from his knowledge in personal financial analysis, income and estate tax planning, investment management, and education planning.
His wife, Tammy, is a retired school teacher and he has two sons, Dawson & Justin.