David’s specializes in retirement income planning for pre-retirees and retirees. He has over 15 years of experience in financial planning. He graduated from the University of Kentucky with a Bachelor’s degree after honorably serving in the U.S. Navy. David is a Certified Financial Planner™ professional.
Because of his unique understanding of how 401(k)’s, IRAs, personal pensions, Roth IRAs, personal savings and Social Security work together, he helps clients maximize their retirement income in a tax efficient manner. He finds most clients do not have a tax efficient and balanced approach to accumulating, preserving, and distributing their assets.
David enjoys physical fitness activities, attending sporting events, traveling, and spending time with family and friends.