David assists clients in achieving long-term financial objectives. His main concern is to understand what his clients are trying to accomplish with their financial lives. By developing this professional relationship, he believes he can guide them in positioning their assets for longer term financial independence. David believes that a financial plan is an ongoing process. With changes to tax laws, the economy and client objectives, a financial plan must be flexible to adapt to these changes and to work toward client goals.
David is a Registered Representative and Registered Principal with SagePoint Financial, Inc., a registered broker/dealer firm registered with FINRA and SIPC. Wealth Management Consultants, LLC is a Registered Investment Advisor with the State of Alabama Securities Commission.
David is a Senior Partner with Wealth Management Consultants, LLC and has been a Financial Advisor since 1986. David received a Bachelor of Sciences degree from Northern Arizona University and an MBA from the University of Southern Mississippi. He is also a Certified Financial Planner (CFP).
David, born August 1953, has four children, Justin, Kelly, Kara and Jonathon. In his free time David enjoys boating, motorcycling, fishing, traveling and woodworking.