David is a retirement plan consultant who works with small business owners to assess their current plans and build better ones. He specializes in reducing taxes and building wealth for business owners while also helping them provide an excellent benefit to their employees.
David has more than 20 years of experience in financial services. Before joining Fisher Investments 401(k) Solutions, he worked with Merrill Lynch, Trinity Pension Consultants, Paychex, and ADP.
Ask About Our Free Research & Guides
Tax Savings Guide for Business Owners
Provider Evaluation Checklist
The 401(k) Plan Cost Guide
As an employer offering a 401(k), you have a fiduciary responsibility to make sure your plan’s fees are reasonable.
Fund Lineup Checklist
Quickly audit your fund lineup with this checklist
One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.
Find a Location
Find a Fisher Investments office in your area.