About David
David leads our Retirement Plan Consulting team to deliver retirement plan services that fit the goals of business owners and employees. With nearly two decades of financial services experience, he uses his experience in tax mitigation, retirement plan design analysis, business continuity planning, and employee engagement to help clients get the quality retirement plan services they deserve.
David began his financial services career at Morgan Stanley in private wealth management. Heβs also served in leadership roles at Charles Schwab and E*Trade. He is a Certified Wealth Strategist (CWS®) and a Chartered Retirement Planning Counselor (CRPC®).
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