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David L. Blain, CFA is the Chief Executive Officer and Senior Wealth Advisor at BlueSky Wealth Advisors, a fee-only, independent Registered Investment Advisor (RIA) he founded in 1999. He is responsible for defining the overall firm policies, strategy, and goals. He also formulates advanced financial planning and sophisticated tax strategies for clients and is responsible for setting the firm-wide investment strategy.

David received a Bachelor of Science in 1989 from The United States Military Academy at West Point, where he was a Distinguished Honor Graduate and member of the Phi Kappa Phi Honor Society. Before his career in finance, he served with distinction for 10 years in U.S. Army Airborne, Ranger, and Special Operations units.

He is a member of the CFA Institute, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). He currently serves on the Board of Directors of CarolinaEast Health System in New Bern, where he chairs the Investment Committee. Previously David was on the Board of Advisors and Finance Committee of the West Point Association of Graduates, Treasurer for Big Brothers Big Sisters of South Eastern North Carolina, President of the Cumberland Interfaith Hospitality Network, Treasurer of Catholic Charities of the Diocese of Raleigh. He served as the Chairman of the New Bern Heart Ball and has provided countless hours of volunteer service to numerous other charitable organizations. In addition to his many board duties, he has coached youth league baseball and soccer teams in the New Bern area for more than a decade.

David resides in Trent Woods, North Carolina with his wife and five children.

Topics:

David is a recognized speaker on investments, financial planning, and taxes. Specific topics include:

• • Small businesses and staying financially afloat

• • Financial planning for children

• • Financial management issues for physician offices

• • Investing in real estate

• • How to plan your portfolio to fit your life

• • The secret formula for investing returns

• • What the military taught me about life

• • Putting your money to work for you

• • Create a legacy you love

• • Pitfalls along your carefully chosen path

• • How to succeed as an entrepreneur