David is the President and a Wealth Advisor at WMBC, where he has spent the past eight years successfully leading the firm and building a reputation for insightful, tailored investment solutions. With a sharp eye for opportunity and a deep understanding of the markets, David has guided WMBC through a period of consistent growth, helping investors navigate complexity, preserve wealth, and pursue meaningful outcomes.

David is also the co-creator of the Human Wealth Planning™ method, a forward-thinking approach that merges traditional financial planning with the latest in well-being science. This method was born from David’s belief that money is more than numbers—it’s the tool people use to create change and fulfillment in their lives. His work invites clients to think more deeply about what they truly want, and how their resources can support a richer, more intentional life.

Known for his ability to uncover investor opportunities that others may overlook, David specializes in designing highly personalized strategies that align with each client’s goals, values, and life stage. Whether working with business owners, real estate investors, or multigenerational families, his approach is always rooted in clarity, compassion, and long-term vision.

Beyond his work in finance, David is an avid sailor. He has completed the Newport to Ensenada race twice and frequently uses his boat to bring people together, hosting charity events and sharing his love of the sea with friends, family, and clients.

With over 16 years of experience, a legacy of leadership, and a passion for innovation, David continues to redefine what it means to be a wealth advisor—putting people, purpose, and well-being at the center of every plan.