David has been providing financial advice and wealth management services to corporate executives, business owners, multigenerational families and trustees since 1995. He was named on the Forbes 2022, 2023 and 2024 list of Best-in-State Wealth Advisors and 2024 Washingtonian magazine’s list of “Top Financial Advisors” with recent interviews including CNBC and Investment News.
He appreciates that there’s more to managing wealth than simply managing investments. Thus, David assists in managing the many complexities of his clients’ financial lives including risk management, retirement, tax and estate planning. Helping them to understand not only what’s important but also what’s possible with the goal of balancing living life in the present and still planning for the future.
On a personal level, he proudly achieved his Eagle Scout Award and continues to demonstrate those values of community service and leadership through involvement with various charities supporting youth and education. His passions include serving as a founding member and Chair of the George Mason University Financial Planning and Wealth Management advisory board where he was also recognized in 2020 as a Prominent Patriot. He also supports Second Story having taught budgeting and finance to young mothers experiencing homelessness and was their Beacon of Hope charity event title sponsor in 2021 & 2023 through SEIA’s Signature Fund for Giving.
He resides in Vienna, Virginia with his wife and son. Additionally, he loves the outdoors and enjoys international travel, high-altitude mountain climbing and running.
The Forbes 2022, 2023 and 2024 ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, was awarded in April of 2022, 2023 and 2024, respectively, and based on an evaluation process conducted by SHOOK Research in partnership with Forbes during the periods 6/30/20 – 6/30/21, 6/30/21 – 6/30/22 and 6/30/22 – 6/30/23, respectively. SEIA paid post award fees for licensing rights. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The ranking is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. Advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. The Washingtonian 2024 Top Financial Advisers was awarded in January 2024. To determine the list of the area’s 375 top financial advisers, the Washingtonian distributed surveys to hundreds of financial professionals who work in the local financial industry, conducted their own research, and consulted industry experts and publications. The individuals listed are those who received the strongest recommendations. Neither SEIA nor its Financial Advisors paid a fee to be included. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.