David started in the financial services industry in 1984 with Dean Witter Reynolds in Walnut Creek. After establishing a stellar reputation in the ensuing 13 years, Dean Witter management (now Morgan Stanley) asked David to open up a Morgan Stanley branch in Danville. Then, in 2007, David moved his entire practice to Wells Fargo Advisors in Walnut Creek. David has the title of Managing Director - Investments, the highest title given to producers at the firm, and in 2008 was recognized as a Premier Advisor, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following; length of service with the firm, completion of educational components, business production, and professionalism. David graduated from California State University at Sacramento with an undergraduate degree in Finance. He also obtained a Masters of Business Administration from CSUS. David and his wife live in Danville and have three children, with one having recently graduated and the two others close to graduation. When he's not golfing or riding his mountain bike, he can be found with his family at their house near Monterey or hanging out with his son and father, who live in Montana.