About David


I have been in the financial services industry working with individuals, businesses, trusts and foundations for over 35 years. My focus is on giving my clients custom portfolios designed to pursue their unique risk tolerances, time horizons, goals and objectives. This experience has been attained working with Foster and Marshall, Kidder Peabody & Co. and over 20 years with KMS Financial Services, Inc.  

To further serve my clients I have earned the designation of Chartered Retirement Planning Counselor®  from the College for Financial Planning and am a member of The Financial Planning Association and The Retirement Income Industry Association.

I am a Washington state native and a graduate of Washington State University and The College for Financial Planning. I am also a life member of the WSU Alumni Association.

Some of my many interests, besides spending time with family, are golf, travel, college football, Formula 1 Grand Prix racing, classic muscle cars and studying history particularly that of the Old West and the Roman Empire. I also enjoy a variety of outdoor activities and have climbed to the 14,410 foot summit of Mt. Rainier.

Community activities and volunteer work over the years includes several years with the King County Cougar Club (WSU alumni volunteer athletic fund raising organization) where, among other duties, I served as President. I spent several years volunteering as a coach in the Kirkland American Little League and have volunteered time to Overlake Hospital in Bellevue, WA working on the Bandage Ball committee (their annual fund raising event).