Meet David
Focus areas
Insurance Strategies, Investment Strategies, Business Owners, Financial Planning, Special Needs
Languages
English
Professional Story
I am a Chartered Financial Consultant (ChFC®) and have a passion for working with families. My knowledge and expertise allow me to develop comprehensive and holistic financial plans for clients that provide the framework for making financial decisions that will help achieve their lifetime and legacy planning goals. The designation Chartered Special Needs Consultant (ChSNC®) has provided me with the knowledge to address the unique circumstances and requirements of planning for individuals with special needs.
Education
Pensacola Christian College (1996-2000)
Hobbies
Anything Sports Related, Reading, playing guitar, hanging with my family
Affiliations & Memberships
Member of The Academy of Special Needs Planners
Community Involvement
Volunteer: BIG Lowcountry, Just Bee, CityLife Charleston
MM202611-311872
Check the background of this investment professional on FINRA's BrokerCheck
MassMutual South Carolina
Charleston, SC 29401
