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With over 30 years of experience in the financial services industry, David has helped individuals and families across N Central Washington gain confidence and clarity in their retirement years. His approach is rooted in education, empowerment, and thoughtful planning. He guides clients to protect what they’ve built and create income strategies that support the life they want to live.

Through his Retirement Roadmap process, David helps clients build a clear, personalized strategy focused on the five essential areas of retirement planning: income, investments, healthcare, legacy, and taxes. He guides individuals through a thoughtful four-step process that begins with understanding their goals and current financial picture, then delivers both the planning and the financial vehicles needed to help them reach those goals. With ongoing support as life evolves, this approach empowers clients to make confident decisions and feel more prepared for the road ahead.

David believes financial planning is about more than numbers. It's about helping people live well, feel secure, and stay focused on what matters most.

AFEA, the American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) Non-Profit Charitable Organization that provides educational workshops and classes in businesses and universities nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. They have been pre-screened and required to pass a series of training sessions on how to properly educate in a not-for-profit setting before becoming a Chapter President and Instructor with AFEA.