Primary Office:
4 Concorde Lane, Suite 1
Palm Coast, FL 32137
David has held several positions in the retail banking, broker/dealer, and investment advisory space since beginning his career in 2008. David’s passion throughout his career has always been the people that he’s had the opportunity to work with. He is happiest when helping people and is thrilled to bring that passion to our clients and the IFS team.
Besides helping people, David’s biggest interests include deep and engaging conversations, human physiology, and psychology, playing sports and games, statistics, and probability (risk), and doing anything outdoors. He has volunteered as the head coach of his local youth wrestling program and assistant coach to his local Pop Warner program. He loves learning and spends a lot of time reading, listening to podcasts, and writing. David achieved his lifelong dream of becoming a father in 2024 and is now trying to earn a "World's #1 Dad" coffee mug.
David is a CERTIFIED FINANCIAL PLANNER® professional. David is also an Enrolled Agent with the IRS. He has successfully completed his series 7 (FINRA General Securities Representative), series 24 (FINRA General Principal Registration), 66 (NASAA Uniform Combined State Registration), 52 (MSRB Representative), and 53 (MSRB principal) examinations.
Like all associates at IFS, David’s focus is on you! Please do not hesitate to reach out with any questions.