David Whitaker, CFP®, EA, WMCP®, ChFC®

David and his wife, Nicole, recently moved to Mooresville, NC, after spending 3 years in Orange County, California. David has been working in the financial services industry for the past 10 years alongside some of the industry’s top advisors across North Carolina, Pennsylvania, and California. He has a wide knowledge and deep understanding for investment and financial planning strategies. When David isn’t working, you can find him on his mountain bike, fixing things around the house, or spending time with his family.