David’s interest in investing began at age 13 when his brother turned over a newspaper route to him. David’s interest grew as he studied and applied investment strategies to grow and protect the money he earned and invested. Having graduated from the University of Texas system with a Bachelor’s degree in Mechanical Engineering, David applies his critical thinking and attention to detail to benefit the clients he serves as a financial advisor. David’s continued passion is teaching others about the markets and developing custom investment strategies.
With only the highest personal standards in mind, David’s focus and professional goals led him to become an advisor at Granite Financial Group. As a highly experienced financial advisor with over 14 years of experience in the industry, David specializes in retirement planning, portfolio management, legacy planning, tax planning, investment guidance, accumulation strategies, and distribution strategies. Working together with clients, David develops financial plans that address the anticipated needs of a family today, yet also remain flexible to meet the unexpected changes that tomorrow can bring.
In his free time, David enjoys time with his family. He often seeks family adventure by traveling the countryside with his wife Domenica and teen-age daughter Lexi. When he is not watching his daughter in Volleyball and other sports, David enjoys biking, hiking, and an occasional game of racquetball or sand volleyball to remain active.
Planning is in his blood, as David also enjoys putting pen-to-paper on various projects he is completing in various stages around the home and at the office.