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With over 15 years in financial services, David leverages his diverse professional experience to provide clients his own unique brand of advice and guidance. Combining his financial expertise and technical skill with a caring and compassionate voice, he is dedicated to helping people make the most of what they have been given, no matter their situation.
David specializes in high-touch, white-glove financial planning and wealth management, especially for those with particularly complex finances. He believes that the key to financial success is through best-in-class advice and long-term, vision-casting strategy, and he provides this to each client via detailed discovery, hands-on development sessions, and in-depth financial modelling & analysis. There are no cookie-cutter plans because there are no cookie-cutter people. Schedule a 15-minute phone consultation to discuss your goals, get a free financial assessment, and understand how you might work together moving forward.
After earning a Bachelor of Business Administration in Information Systems from Pace University, David worked for over 12 years at AXA Equitable becoming a subject matter expert in multiple roles including retirement plan product design, licensed agent sales supervisor and certified Six Sigma consultant. In 2015, he stepped back from the financial world to earn a Master of Arts in Biblical Studies at Reformed Theological Seminary followed by two years of pastoral work as a community group organizer and executive director for Redeemer Presbyterian Church Downtown. In 2020, he launched his advisory career with Thrivent Financial before transitioning to Barnum in June 2022.
David lives in New York City with his wife, daughter, and corgi. In his spare time, he enjoys snowboarding, traveling, and spending time with friends and family.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 186 Wood Ave S, Suite 301, Iselin NJ 08830. Tel:732 623 5700
CA Insurance License #4162392
Check the background of this investment professional on FINRA’s BrokerCheck