David and his wife, Nicole, recently moved back to Charlotte after spending their last 3 years in California. David has been working in the financial services industry for the past 8 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 insurance strategies. He has advised thousands of clients all across the country with his past firms at Northwestern Mutual. When David isn’t working, you can find him on his mountain bike, fixing things around the house, or spending time with his family.