With more than a decade of experience in financial services and nearly ten years in the retirement planning industry, David has worked across both individual advising and leadership development, helping build and train advisory teams nationwide. Mentored by respected industry professionals and shaped by years of hands-on experience, he is known for a planning-first approach centered on education, transparency, and long-term client relationships.

David specializes in designing retirement strategies focused on reliable income, risk management, tax efficiency, and long-term financial stability. Under his leadership, Summit Income Planning Group emphasizes eliminating unnecessary fees and volatility, simplifying complex decisions, and helping clients move into retirement with confidence and lasting peace of mind. His planning philosophy focuses on three core areas: reliable income, market-aligned growth, and tax-efficient legacy planning.

David holds a bachelor of science in kinesiology from Biola University and a master’s degree in strength and conditioning from California State University, Fullerton. He is insurance licensed, an MDRT Top of the Table qualifier, and partners with Summit Global Private Wealth for investment advisory services.

Originally from Orange County, David now lives in Thompsons Station, Tennessee, with his wife and their dog and cat, Apollo and Alfie. Outside of work, he is passionate about fitness, personal development, leadership, and team building. With a background in coaching, David brings the same mindset of discipline, accountability, and growth into how he leads his team and serves clients. He also remains actively involved in mentorship and faith-based community groups, believing that true success is measured not only financially, but by the impact made on others.