David is an Advisor at ClearTrust. He has worked in the financial services industry since 1992 in various roles, including operations, trading, compliance, and advising. In his current role, his primary responsibilities include helping clients visualize and achieve their goals, as well as managing investments. One thing every client expects from him is a commitment to honesty.
He earned a Bachelor of Science in Finance from Louisiana Tech University. Outside of the office, he is involved in the Middle TN Tennis League. Additionally, he enjoys tennis, biking, hiking, and golf—pretty much any outdoor activity. He is also an avid Chicago Cubs fan.