David, an Associate Partner, has been with Tax & Financial Group since 1987. For over 36 years, he has specialized in guiding individuals, families, and businesses with the accumulation and preservation of wealth through comprehensive investment, retirement, estate, and business strategies as well as life, health, and disability insurance programs.
David is a Qualifying and Life Member of the Million Dollar Round Table (MDRT), an international network of leading financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity. David was honored with the Samuel R. Weems award in 2003 for his high standards in professionalism and continued contributions to MDRT. Additionally, he is a National Quality Award recipient and also served on several MDRT Ethics Committees.
David enjoys giving back to the industry through mentoring other professionals and speaking to groups about his personal and career experiences. He has been a featured speaker for many organizations including: MDRT, the National Association of Insurance and Financial Advisors, Securian Financial Network Training Engagements, Securian Financial Services Inc. affiliated firms throughout the country, and insurance company sales forces. David has been featured in multiple media outlets including the websites of the New York Daily News, Reuters, Yahoo Finance, and the Boston Globe.
In addition to his involvement in the industry, David has also given back to his community. A former college and professional baseball player, in 2004 he gathered four other parents in his hometown and established the Ladera Ranch Little League, serving as their first President. Since its inception, the league has grown to 83 teams with over 1,000 participants. The city of Ladera Ranch and Senator Mark Wyland chose him as the 2013 Ladera Ranch Volunteer of the Year.
David graduated from UCLA with a Bachelor of Science in Economics in 1986. Since then, he earned the Series 6, 63, and 65 securities registrations. David is a Registered Representative with Cetera Advisor Networks LLC. David resides in Ladera Ranch, California, with his wife Susan.
David’s professional philosophy:
“In servicing my clients, I shall, in light of all circumstances, recommend that course of action, or provide that service which, had I been in the same situation, I would have applied to myself.”