Educator
David is an accomplished speaker who has headlined conferences nationwide addressing a wide range of subjects.
His most requested topics include:
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Small businesses and staying financially afloat
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Financial planning for children
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Financial management issues for physician offices
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Investing in real estate
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How to plan your portfolio to fit your life
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The secret formula for investing returns
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What the military taught me about life
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Putting your money to work for you
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Create a legacy you love
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Pitfalls along your carefully chosen path
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How to succeed as an entrepreneur


Presentations

Real Estate & Passive Income
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2025 Blueprint
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How Elections Impact Long-Term Investing
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Planning Considerations for Small Business Owners
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Now is the Time to Invest in Real Estate
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Investing in Storage Units
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2023 Year End Financial Checklist
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Navigating Turbulent Markets
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Create A Legacy You Love
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NAPFA 2019 Fall Conference
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Pension Webinar Course - Session 1
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Pension Webinar Course - Session 2
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Pension Webinar Course - Session 3
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Pension Webinar Course - Session 4
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Pension Webinar Course - Session 5
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