CFP®, CRPC®, RICP®
Financial Advisor / Member Owner
My entire approach is designed to help make a client’s life easier and more rewarding. When I can help a client define their dreams, develop their plan and measure their progress, I know we’re on the right track.
David is a financial advisor in Savant’s Birmingham, AL office. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning CounselorSM (CRPC®), and Retirement Income Certified Professional® (RICP®), 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.
David has been involved in the financial services industry since 2005. He was a financial advisor for Bridgeworth from 2012 until it joined with Savant in 2023.
David is a member of the Financial Planning Association of North Alabama and the Hoover-Metro Kiwanis Club. He serves on the board of directors for the Community Food Bank of Central Alabama and Magic Moments.
David earned a bachelor of science degree in finance from Troy (AL) University.
A native of Enterprise, AL, David attends the Church of the Highlands – Riverchase campus. He enjoys playing golf and is the proud parent of “Money” the dog.
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.