David brings over 18 years of experience in financial services to his role at Wilde Wealth Management Group. His career began in 2007 following a successful tenure in land use planning for city governments across Oregon, California, and Arizona. This background in urban planning deeply influenced his approach to financial advising, emphasizing a relationship-based strategy that is centered on understanding each client's unique circumstances and long-term goals.
Prior to joining Wilde Wealth, David served as a financial advisor with Independent Financial Group. He spent nearly a decade working closely with educators, helping hundreds of families navigate the complexities of retirement planning. David is also a Life Insurance Underwriter Training Fellow, further strengthening his ability to offer comprehensive financial guidance.
Outside of the office, David is an avid outdoor enthusiast. He enjoys mountain biking, golf, and big mountain snowboarding—helicopter-assisted, when possible! As a proud father of two high school-aged daughters, David values spending time with his family and embracing life’s adventures.
David’s deep commitment to understanding and addressing his clients' needs makes him a trusted partner in securing a financially confident future.