With over 16 years in financial services, David leverages his diverse professional experience to provide clients his own unique brand of advice and guidance. He dedicates his practice to helping people grow their wealth, protect their family, and secure their future by combining his financial expertise and technical skill with care and compassion.

David specializes in high-touch, white-glove financial planning and wealth management, especially for those with complex finances and advanced goals. His philosophy for financial success revolves around strategic vision-casting, best-in-class advice, and hands-on behavioral coaching. Schedule a 15-minute phone consultation to get a free financial assessment and understand how he can help you achieve your financial goals.

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 finance 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 and daughter. 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.

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