45
Years
Total Experience
Education:
Juris Doctor from the University of New Mexico School of Law and a Master of Science in Financial Services (MSFS) from The American College in Bryn Mawr, Pennsylvania. Master of Science in Near Eastern Language and Literature from the University of Michigan.
David joined REDW Wealth in 2016, bringing 40 years of experience providing advice and counsel to medium and high net worth clients in the areas of estate, business, retirement and investment planning— particularly on complex issues where the law, taxes, and financial matters intersect.
A nationally recognized speaker and expert on retirement planning and on claiming Social Security benefits, David is skilled at communicating complex ideas that empower clients to understand and implement his planning recommendations—a quality that is highly valued by the REDW Wealth team and its clients.