David had a nine-year career in the United States Coast Guard prior to becoming a financial planner. He started his career in financial planning in 2000. He is happily married and enjoys spending time with his wife Michelle, two kids Ryan and Alana and their dog Jack. He is an avid outdoorsman, committed person of faith and is passionate about helping people with their financial planning.

David’s wife and a proud mom of 2. She was a collegiate athlete and has coached and trained hundreds of kids in the local area in basketball and volleyball. She has been instrumental in helping the business grow over the years and created our first two websites, manages the office and for 15 years has served as the firm's bookkeeper.

Hailing from Fort Myers, Florida, Rohan approaches his role as a financial advisor with personalized commitment and a zest for life. After graduating with a finance degree from the University of Central Florida, Rohan joined the firm in 2021 eager to help clients achieve their goals. Rohan combines enthusiasm with a thirst for new knowledge to develop tailored financial strategies that empower clients. Rohan Is working on his Certified Financial Planner certification and plans to sit for the exam in 2025.

Rebekah joined the firm in 2024. She graduated with a degree in communication and conflict from the University of Central Florida and is passionate about effective messaging and storytelling, which she applies to her professional and personal pursuits. She is an avid reader who enjoys a well-crafted story that can resonate with diverse audiences.

Keana is a Virginia native and is currently living in Charlotte, NC. She loves to be outdoors when good weather permits. Keana loves spending time with family, discovering new things to do around the area, laughing and simply having fun. She joined our firm in 2024 as a virtual client service associate with LPL Finacial's home office. Keana works with our clients aiding in the completion of service requests. Her deep understanding of LPL's systems and her commitment to exceptional client service make her an invaluable member of our team.

Jack has a big personality and a passion for crunching numbers, chasing squirrels and helping clients pursue their goals. He loves to sniff out opportunities, find bone-afide strategies and deliver tail-wagging results. Whether you need retirement advice, investment strategies on budgeting tips, Jack is ready to assist you with his friendly and professional service. Contact us today to meet Jack! He will greet you with a smile and a wag.