The most impressive thing about David is his depth of knowledge in all areas of finance. It is rare that you find someone with the years of experience he has as well. His tips on LLC's and business structure were incredibly helpful and informative.

Easy to deal with. Provided a lot of help. Very satisfied with finished product.

David was a wealth of knowledge- knowledge far beyond typical financial guidance. His general concern for our well being and astute understanding of very complex circumstances gave me great peace in a time of turmoil. I have worked with several skilled financial advisors - David is the best. I cannot recommend his services highly enough!

I have known David for over 5 years and he has always been extremely professional, dedicated, and competent in helping me with financial matters. He is very knowledgeable and experienced in asset allocation, retirement planing, and overall financial management. I highly recommend him.

I have known David for nearly 10 years. His professionalism, knowledge and service to his clients is unparralled. I would highly recommend. Sincerely, Paul Z