As a pilot, David knows detailed planning and execution are essential in reaching our destination, and this also applies to the financial goals we desire in life. Over the last many years, David has personally reviewed thousands of individuals’ retirement plans and as a result, he has made it our company’s mission to make sure you have enough money throughout the rest of your life to live the lifestyle you want. We will help you preserve and grow your money wisely, without having to work as hard as you did when you earned it.
We are at heart servants, and our family of Companies is all about you. We don’t think for you, we think with you and we think about you. We come alongside you to advise and design a plan that will fulfill your goals and your dreams. The money you have accumulated represents your life, your efforts, and your sacrifice, and we believe that you deserve a company that respects your efforts.
David has lived in Washington since childhood, he loves the outdoor recreation our region provides and the great people who live here. As a way of giving back to the community, David is currently serving on the board of the Lions Club where he is involved in projects to support the area’s elderly, disabled and disadvantaged youth.