It has always been David’s aim to provide his clients with solid tax sensitive investment advice for clients during the past 17 years. David offers deeply informed insights into strategies that aim to meet today’s challenges. David provides valuable guidance on the complex aspects of wealth management through coordination with clients’ tax and estate professionals.
It is important to David that his clients are comfortable with and understand their investments.
David is a graduate of California State University Sacramento with a Bachelor of Science in Business Administration and Marketing. David holds his Certified Financial Planner designation.
David joined the team to form GLH in 2001 because of its focus on meeting client’s needs before all other objectives.
Locally, David has enjoyed serving on non-profit boards such as Sacramento Choral Society and Orchestra, and Citrus Heights Rotary Foundation.
David enjoys biking, sailing and skiing. David would like to bike ride shortly in a centurion ride.
Compensation method: commission and fee.