The approach that David has developed over the past two decades is to connect a client’s investment strategy to their personal goals. His philosophy is that a good investment advisor is also a teacher. David strives to ensure his clients understand the reasons driving their investment strategies. He also specializes in advising endowments and nonprofit institutions on investment portfolio strategy and management.
Before his time with the former Enso Wealth Management (now part of the Choreo family), David served as a financial advisor with Edward Jones for 19 years.
David and his wife live in Healdsburg with their two daughters where they enjoy the benefit of living and working in a small town.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS