David has earned the CERTIFIED FINANCIAL PLANNER TM certification from the CFP Board of Standards. Additionally, he has earned the designation of Chartered Retirement Plans Specialist from the College for Financial Planning in Denver. He is a Investment Advisory Representative and a Registered Principal with Multi-Financial Services Corp (MFSC). He specializes in sophisticated planning and wealth management strategies for individuals and their families. With over 17 years of advisory experience, he specializes in helping to protect assets from market volatility, minimizing tax liability and maximizing wealth transfer. David has written many newsletters and newspaper articles and has lectured extensively on the topic of retirement and business planning. Additionally, he has taught financial classes sponsored through Clayton State University, the Fayette County Parks and Recreation Department and local employer, Bonnell Corp. Atlanta Magazine recently named David as a Five Star Wealth Manager* for 2011 which recognizes financial professionals who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts. David and his wife, Renee, are proud to be members of Southside Church in Peachtree City, Georgia. They live in Peachtree City with their children Sam, Artie, Declan and Lydia.