CFP®, CRPC®, CFS®, 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 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 earned a bachelor of science degree in finance from Troy (AL) University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM (CRPC®), a Certified Fund Specialist® (CFS®), and a Retirement Income Certified Professional® (RICP®). David is a member of the Financial Planning Association of North Alabama and the Hoover-Metro Kiwanis Club.
David serves on the board of directors for the Community Food Bank of Central Alabama and Magic Moments. A native of Enterprise, AL, he 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 Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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