David is a native of Baltimore, Maryland and graduated from the Merrick School of Business. He relocated to Atlanta, GA in 2001. In May 2011, David opened a branch office in Roswell, Georgia. David’s financial planning practice is committed to providing business owners, professionals, affluent individuals and their families with a comprehensive process designed to help them achieve their financial goals and objectives.
David currently holds his FINRA Series 6, 7, 24, 63 and 65. David successfully passed the Certified Public Accountancy examination on his first sitting. Prior to joining Strategic Planning Group (previously 21st Century Financial), David was a Senior Manager with KPMG and Bearing Point.
David is a member of Fellowship of Companies for Christ International. He has served as a leader for Crown Financial Ministries. David served as a Board member of the Roswell Rotary where he is actively involved in the local community. David is a past Board member of Fulton Families Matter, an organization designed to assist “At-Risk” children. He also served as Chairman of the 34th annual Aubrey Greenway Charity Golf Tournament. His most recent service projects include Habitat for Humanity, Veteran’s Support, Roswell Memorial Day Celebration and the Roswell Rotary Relays.