PLANNING. INVESTMENTS. INSURANCE.
About me
Growing up in Edmonds, WA - David moved to San Diego to play baseball and attend Point Loma Nazarene University where he majored in Business Administration with a minor in Economics. David enjoyed the opportunity to study abroad at Cambridge University, England and this is when he decided he wanted to work in the finance industry. Upon graduation, David's first job was with American Express Financial Advisors (now Ameriprise) where he worked extensively with working professionals and small business owners. Starting in 2019 at Northwestern Mutual, David continues his passion for helping families and individuals achieve their financial goals. David's mission when working with his clients is to help them elevate the trajectory of their lives.
In his free time, David enjoys playing tennis, reading non-fiction, snowmobiling, and attending sporting events/concerts with his wife and ginger tabby cat Kai-Kai. David is an active participant in the San Diego tennis community having served as the President of the Board for the Tierrasanta Tennis Club for 5 years.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Tax-Efficient Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
