Having lived in Venice, Florida for the past 16 years, David is close to being considered a native of our beautiful beach town paradise.  David currently holds his Life and Health insurance licenses, as well as his FL real estate license, which makes him a valuable source of knowledge for our clients.  A committed lifelong learner, David sees no end in sight to his continued education and licensing in all things related money.

“(Money) is one of the few things that makes the world go ‘round.  It’s such an interesting construct – the more knowledgeable I can be about it, the better serve I can give my clients to assist with whatever need they have.”  

His “why” for continued learning goes hand in hand with his personal definition of success, which is having helped others. 

David knows he has found the right home at DG Advisors because the firm shares his passion of continued learning and helping others. 

“I wish I would have known a year (or more) ago that financial planning strategies isn’t as complicated as some people make it out to be – it’s all in how it is explained.” 

DG Advisors not only stays up to date with new products or concepts that help clients by providing creative options, but by conveying those options in terms that even the least financial-savvy person could understand.

When David isn’t pursuing additional financial education to better serve his clients, you might likely find him on the golf course or spending time with his beautiful fiancé, Dasha.

Insurance products are offered through the insurance business DG Insurance, LLC. DG Advisors is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by DG Insurance, LLC are not subject to investment Advisor requirements. AEWM and DG Insurance, LLC are not affiliated companies.