David’s passion for finance began at a very young age. While many of his peers were investing in bars and beers, he was refining the art of making bank and bolstering his dedication to becoming a wise investor.
In 2012, following a successful career in management, David became a LPL Financial Advisor at Waddell & Reed. This career evolution allowed him to focus on helping clients understand what they can do to reduce the fears and uncertainties that often surround personal finances. His solid commitment to clients’ needs characterizes his approach to creating long lasting relationships forged through mutual respect. Applying this strength in understanding people, David builds financial plans that help clients work towards their goals and dreams.
For David, accountability, honesty, and integrity lead to responsible action and trust. Living and working from these core values, David consistently earns client appreciation for his quality service. The gratitude of his clients fuels his ongoing commitment to their long term financial well-being.
The Cairn Wealth Advisors’ collective focus on providing a white glove level of service, where each team member’s strength uniquely enhances the client experience, resonates with David. Like the cairn itself, the structural integrity and balance of the group mirror the balance David strives for in life, both professionally and personally.
Dedicated LPL financial advisor, collaborator, and single father, David does it all. And all without EVER having consumed a cup of coffee.
(08/20)