David is driven by a passion for solving personal financial concerns and making a positive impact on his clients. He utilizes financial planning and investment management processes to develop customized strategies for individuals and their families to help achieve Economic Freedom™.
With his experience, David has gained valuable insights into various ways to address the issues his clients face. Inspired by his family’s use of sound financial advice to achieve their goals and dreams, David became a CERTIFIED FINANCIAL PLANNER® professional. He graduated from Auburn University with a Bachelor of Science degree in business administration, concentrating in finance.
Originally from Birmingham, Alabama, David previously worked at HawsGoodwin Wealth, which joined Mercer Advisors in 2022. Outside of work, David enjoys baking cookies for his wife’s small business, being active in their church, and experiencing the charm of Franklin.
Franklin
412 Main Street Suite 200 Franklin, Tennessee 37064