With over 25 years of experience helping advisors provide tax-effective and cost-efficient planning solutions, David has held senior roles at major insurance carriers and investment firms. Throughout his career, he has developed a reputation for effectively conveying complex planning and insurance concepts in client-friendly language.

A strong advocate for continuing education, David is committed to furthering his knowledge and expertise. He has earned numerous designations related to tax, estate, and philanthropic disciplines.

To support advisors, David has developed various sales enablement tools and has presented to clients and their centers of influence.