David's clients choose to work with him because of the trust he instills. He invests time in understanding their unique financial goals and values, and his approach is centered on empowering them to make informed decisions that align with their individual needs. David's clients include both individuals and small business owners. He advises his clients on various matters, including maximizing and protecting wealth and retirement planning. David has diverse experience, including his planning practice and senior positions as a corporate executive. David has an engineering degree from Georgia Tech and an MBA from Washington University in St. Louis.

Attendees will learn valuable information on how to retain their key employees. Learn how to protect your dealership and net worth from litigation, creditors, and taxes.