David had a nine-year career in the United States Coast Guard prior to becoming a financial planner. He started his career in financial planning in 2000. He is happily married and enjoys spending time with his wife Michelle, two kids Ryan and Alana and their dog Jack. He is an avid outdoorsman, committed person of faith and is passionate about helping people with their financial planning.

David’s wife and a proud mom of 2. She was a collegiate athlete and has coached and trained hundreds of kids in the local area in basketball and volleyball. She has been instrumental in helping the business grow over the years and created our first two websites, manages the office and for 15 years has served as the firm's bookkeeper.

Rohan joined our firm in 2021 and as a finance graduate from the University of Central Florida. Rohan serves as the firms’ client service specialist and is training to become a financial advisor. Rohan is full of life, is willing to take on any challenge and does a great job serving our clients exceptionally well.

Fendy joined our firm in 2023 and is responsible for collaborating with our advisors and clients to fulfill their account and service requests. With a passion for helping people make informed decisions, she finds fulfillment in contributing to clients’ financial success. Fendy’s past experience as a loan officer has equipped her with a strong foundation in understanding our clients’ financial needs. In her spare time, she enjoys reading and finding new places to eat.

Jack has a big personality and a passion for crunching numbers, chasing squirrels and helping clients pursue their goals. He loves to sniff out opportunities, find bone-afide strategies and deliver tail-wagging results. Whether you need retirement advice, investment strategies on budgeting tips, Jack is ready to assist you with his friendly and professional service. Contact us today to meet Jack! He will greet you with a smile and a wag.