David leverages his experience to help clients create their ideal retirement plan.
David joined the firm in 2005 and has been providing tax and financial strategies for more than 850 clients. He has passed the Series 6 and 63 securities and was previously Securities registered and holds life, health, disability and long-term care insurance licenses. He is also an IRS Enrolled Agent (“EA”).
David is a lifelong resident of Riverside County and lives in Temecula, California, with his wife, Megan, and their three kids: Katelyn, Matthew and Avery. His interests outside of work include youth sports and playing golf. He attended Point Loma Nazarene University, where he earned a degree in business. David played four years of collegiate golf and qualified for the 1999 NAIA National Tournament.
Investment Advisory Services Offered Through Team Financial Group, LLC, a SEC Investment Advisor located in the State of California DBA Team Wealth & Tax Advisors. Insurance products and services are offered through Team Financial & Insurance Services, LLC, an affiliated company. CA License #0L50753. All Tax related services provided through TeamTax, a separate company.
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