David's practice is focused on helping life science professionals build wealth, minimize taxes and plan for their retirement. His client's include medical doctors along with executives and scientists from the medical device, biotechnology and pharmaceutical industries.
Prior to founding Pacific Tides Wealth Management, David spent 30 years advising high-net worth clients at large Wall Street firms, including Morgan Stanley, Merrill Lynch, Citibank, and Smith Barney.
David has a Bachelor of Arts degree from the State University of New York at Buffalo and a Master of Business Administration (MBA) degree, with distinction, from the SC Johnson Graduate School of Management at Cornell University. David is a CERTIFIED FINANCIAL PLANNER® professional as well as a veteran of the US Army having served 8 years as an Armor Officer.
David and his wife have 2 grown sons and a daughter. After living in San Diego for 17 years, they relocated to Knoxville, Tennessee in 2022 where their children also reside.