Founder, Wealth Management
CurrentDavid’s mission is to give clients peace of mind through a holistic approach to financial planning to help them improve their financial well-being. This involves not only managing their money but more importantly managing their emotions, which in today’s world are constantly being pulled in different directions. One of the benefits of working with David is that he offers truly independent advice and is free of those conflicts typically found in traditional brokerage firms. This allows David to view the financial lives of his clients more completely, more effectively and without distraction. Investment advisory services offered through Mutual Advisors, LLC DBA DCH Wealth Management, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.