CFP®, AIF®, CPA/PFS, MBA
Financial Advisor / Member Owner
My favorite aspect of what I do is that everyone’s situation is truly unique. It is a privilege to be a part of each client’s financial journey and create a personalized financial plan to help build confidence and peace of mind.
David has been involved in the financial services industry since 2005. Prior to joining Savant, he was a senior tax accountant at an accounting firm and a financial advisor at a wealth management firm in the Greater Washington, D.C. Metro Area.
David earned a bachelor of science degree in accounting and a master’s degree in business administration from Mount St. Mary’s University. He is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and a Certified Public Accountant (CPA) with the Personal Financial Specialist (PFS) credential issued by the American Institute of Certified Public Accountants (AICPA).
David serves on the board of directors of both the Gaithersburg-Germantown Chamber of Commerce and the Metropolitan Ballet Theatre & Academy. He is a member of the AICPA and the Financial Planning Association (FPA).
In his spare time, David enjoys family walks with his wife and son, exploring new restaurants, and collecting vintage video games and vinyl records.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Schedule a No-Obligation Introductory Call
Schedule a Call