CFP®, AIF®, CPA/PFS, MBA
Financial Advisor / Member Owner
My favorite aspect of what I do is that everyone’s situation is truly unique. It is a privilege to be a part of each client’s financial journey and create a personalized financial plan to help build confidence and peace of mind.
David is a financial advisor in Savant’s McLean, VA office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary® (AIF®), David is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, David is a Certified Public Accountant (CPA) with the Personal Financial Specialist (PFS) credential issued by the American Institute of Certified Public Accountants (AICPA).
David has been involved in the financial services industry since 2005. Prior to joining Savant, he was a senior tax accountant at an accounting firm and a financial advisor at a wealth management firm in the Greater Washington, D.C. Metro Area.
David serves on the board of directors of both the Gaithersburg-Germantown Chamber of Commerce and the Metropolitan Ballet Theatre & Academy. He is a member of the AICPA and the Financial Planning Association (FPA).
David earned a bachelor of science degree in accounting and a master of business administration (MBA) degree from Mount St. Mary’s University.
In his spare time, David enjoys family walks with his wife and son, exploring new restaurants, and collecting vintage video games and vinyl records.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.