David joined Monterey Wealth in March 2018 as a Wealth Advisor. Before joining Monterey Wealth, David gained six years of finance, audit, and consulting experience at Triage Consulting Group. His expertise in consulting brings a client-first approach to help address complex needs and provide strategies.

David earned his Bachelor of Science in Business Administration at the Georgia Institute of Technology, where he was a member of the Jackets baseball team. David was drafted after his junior year, where he played three seasons in the Houston Astros organization. He completed his degree during the offseason in 2011. David obtained the CFP® certification in 2018. He and his wife Ashley live in Midtown Atlanta and enjoy traveling internationally and discovering new restaurants around the Atlanta area.

About Us: Many 401k advisors provide investment guidance. In reality, investment management has become a commodity. Other advisors provide investment guidance and employee education. Some are effective and some are not. Very few 401k advisors provide investment management, employee education, and support plan operations. That’s what makes Monterey Wealth different. Our goal is simple. Own plan operations, help you keep your plan clean, and take work off the plan administrators'​ desk.