Greg McBean

I have been dealing with financial advisors for about 45 years. In the list of advisors, David would be at the top. Recently, I was reviewing my investment results and I told my partner that nobody over those years came close to getting the returns like David has for me. Obviously, David has a plan that works. Consistently works. He does not sit idle waiting for “something” to happen in the markets. He is very proactive and I and others have reaped the rewards of his knowledge and dedication. In addition to being a great financial advisor, David is an excellent teacher. He takes the time and interest to educate his clients on both investment and personal matters. I highly recommend David as a professional, competent and caring advisor.

June 29, 2021