With over 25 years in the industry, David is dedicated to helping individuals and families and business owners achieve their financial goals. He is the co-founder and a partner of Sensible Financial Solutions, a firm established to provide concierge-level customer service and personalized financial planning tailored to each client’s unique needs.
David holds a Bachelor of Arts in History from the University of South Florida in Tampa and has lived in Ocala for the past 10 years. His professional credentials include the Series 7 Securities, Series 24 Principal, and Fiduciary licenses, as well as insurance licenses, allowing him to offer a comprehensive range of financial services.
Known for his thoughtful approach and commitment to building lasting financial relationships, David takes pride in guiding clients through all stages of their financial journey.
Outside of work, David enjoys spending time with his wife and adult son, especially relaxing at the beach or reading historical fiction. His deep community ties and personal dedication to client success make him a trusted advisor in Central Florida and beyond.