David is a Managing Partner at Seven Bridges Wealth Advisors, a firm he founded 28 years ago to help clients and their families achieve their financial goals. He has been recognized as a Forbes Best-in-State Advisor from 2022 to 2026. He focuses on creating meaningful experiences and helping clients reach their goals. He enjoys the excitement of clients approaching retirement or preparing for college send-offs and genuinely cares about his clients, their families, and their successes.
In his role as Managing Partner at Seven Bridges Wealth Advisors, David oversees Advisor Development, where he trains servicing advisors in sales skills and business growth.
Married to his high school sweetheart, Joy, for 35 years, David and Joy have four children who are finding their own paths in life. In his free time, he enjoys sport fishing and spending time with their dog, Rudy.