David sees Financial Planning more as a passion than a business. For more than 15 years, he has provided strategic estate, business owner and investment planning to individuals throughout the nation. David has gone on to play an active role in many financial associations and programs such as being an inaugural member of Sagemark Consulting Private Wealth Services* of Lincoln Financial Advisors Corp. Annually, he continuously qualifies for Lincoln Financial Advisors / Sagemark Consulting top honors including Cabinet Council, an internal designation based in part on assets under management, sales and compliance criteria.
*A group within Lincoln Financial Advisors Corp. which focuses on clients in the high net worth market.