Stewardship Financial
Years of Experience
10 years
Number of Clients
160
Average Client Size
$500,000
Member Since
2023
David believes in the liberating power of investing for the future, to achieve financial freedom. As a Financial Advisor, he seeks to help others also obtain a work optional lifestyle with the kind of retirement and legacy they desire.
My clients are often similar to "The Millionaire Next Door". Those that spend less than they make, and wisely invest the difference. Over time, my clients tend to be approaching retirement age, business owners, have a family, and over time become more concerned with their financial legacy than their own lifetime needs.
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MBA
Obtained in 1993
BUAD
Obtained in 1987
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