I am passionate about planning! Every goal, whether big or small, starts with a plan. I enjoy helping my clients transition through the stages of life. From young adults starting their families and careers to end of life planning, then helping their loved ones after they pass. No matter where you are on your great journey through life, I am here to help!
My love of processes and numbers took hold as a high school senior who discovered an affinity for tax and accounting. However, the Lord lead me to serve in law enforcement and the military. After nearly ten years of law enforcement and military service, I followed a professional dream of becoming an attorney.
I was blessed to be able to marry my best friend, Beverly, and have two beautiful girls, Kate and Lily. We live in the Porter’s Neck Community of Wilmington, NC. In my free time, I love spending time with my family, woodworking, target shooting and watching comedy and action movies. Our family attends Renovation Church in Hampstead.
David is a member of the Wealth Counsel Community. This enables David to provide his clients with the sophistication of a 4000+ attorney, nationwide law firm experience, combined with the coastal boutique attorney atmosphere. By using Wealth Docs and Business Docs drafting platforms, my clients receive the most current, relevant and robust planning advise available. Ask me how. I also assign top priority to continuing legal education and attend numerous planning conferences each year.
I am currently attending the American College on a scholarship from the Penn Mutual Center for Veterans Affairs. I am completing the course of study required for the designations of Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP). These courses enhance my expertise in estate planning and tax practice areas.