Raised in the D.C. metro area, David spent his youth playing football, baseball, and soccer, while working at McDonald’s and the National Institute of Standards and Technology before attending college in Dayton, Ohio. He earned a Bachelor of Science in Computer Information Systems and Mathematics from the University of Dayton, followed by a Master of Financial Mathematics. His passion for finance and helping others has guided his career and continues to fuel his commitment to helping clients retire to a fulfilling lifestyle.

Outside of work, David is a devoted spouse and father of three sons. Much of his free time is spent shuttling his boys to activities such as Taekwondo, golf, basketball, soccer, Mathnasium, and Code Ninjas. The entire family are avid football fans, and during football season you can often find them at a game together. David believes in creating lasting memories with loved ones—and is passionate about helping his clients do the same.