David has served individuals and families in the Sonoma County area, and beyond, pursue their financial goals for nearly 30 years. He is a Certified Financial Planner® and a member of the Redwood Empire Estate Planning Council and LPL Financials’ elite Chairman’s Club*. In 1998 David was recognized with membership in the International Million Dollar Round Table (MDRT). Additionally, in 2019 he received LPL Financial Chairman’s Award for his outstanding dedication to his clients. (*Membership in LPL Financial Chairman’s Club is based on year end production and is reserved for top achievers and represents less than 6% of all LPL Financial Advisors.)
In addition to his professional achievements he has been committed to serving his community through a variety of roles. He was appointed to the Santa Rosa Board of Community Services in which he served as the Board’s Vice Chairperson for two years. David has also served as the Vice-President of the Board of Directors for Social Advocates for Youth and is currently a proud sponsor of the Charles M. Schulz Museum and the Sonoma County Farm Bureau. David brings a genuine commitment and passion to both his personal and professional life. In his free time, he is an avid car enthusiast, enjoys cooking meals for friends and family, and spending time being active outdoors.