Your Journey. Our Commitment. Every Step of the Way.
BROKER / DEALER
REGISTERED INVESTMENT ADVISOR
Sophisticated Guidance, Personal Touch
Hello there, I’m a hybrid Financial Advisor who has more than 20 years of real-world experience managing client portfolios. I started out in a branch office but came to realize my clients really didn’t care about my “High Profile Financial Advisor” image, they cared about personal attention to their unique financial situation. So, 15 years ago I moved from my branch office to my home office while providing the same products and services my clients relied on. They also felt just as safe as before because my computer system is fortified with firewalls and encryption standards mandated by my Broker Dealer, LPL Financial.
Enough about me, you’re probably more interested in how I can help you. The simple answer is hard-earned sound judgment. You see, I have the time-tested strategies you need whether you have millions to invest or you’re 55 with a nest egg of fifty thousand dollars. The plan is to keep the portfolio simple, achievable, and reviewable. We want to incorporate this process to help guide you toward a successful financial future.
The results speak for themselves. People who put a well-designed plan in place fare much better than those who haven’t. They have a sound budget that meets their thriving lifestyle and focuses on good personal health maintenance, which helps them avoid high healthcare costs later. They’ve eliminated the excessive interest payments on depreciating assets and conditioned themselves to avoid frivolous spending. Most importantly, they don’t continually upgrade their lifestyle every time they make more money. This is just a taste of the concepts we use to build wealth.
At Champion Wealth Management we use a six step financial planning process to establish a clear picture of your entire financial landscape to determine what can be accomplished together. This sounds easy enough, however uncovering the real reasons you want to build wealth and helping you articulate those thoughts with us can be a different story all together. For most people, money provides security and the freedom to make choices. For others, money is their source of power. After all, he who has the gold makes the rules. No matter which category you put yourself into, engaging in the financial planning process with us will help you improve upon potential areas of weakness in your current plan.
Your first conversation is about you: your goals, your concerns, your timeline. No pitch, no pressure. Just listening.
We collect a complete picture of your financial life: income, assets, liabilities, insurance, taxes, and what a great future looks like for you.
We assess where you stand today against where you want to be, identifying gaps, risks, and opportunities across your entire financial picture.
We build a personalized strategy addressing your full financial picture (investments, protection, retirement, and legacy), tailored to your life.
We put the strategy into action, coordinating investments, insurance, and accounts so every piece works together toward your goals.
Life changes. Your plan should too. We review your strategy regularly and adjust as your needs, goals, and the market evolve, for the long haul.
Our Services
Every service we offer is designed to educate first. When you understand your options, you make better decisions, and better decisions lead to a stronger financial future.
Your everyday cash, handled: the right emergency fund plus insured, accessible banking through LPL.
Your business is your biggest asset, and your future retirement. We can help with your major concerns.
Give your children the gift of a head start. We build education savings strategies that grow with your family and won’t derail your retirement.
Life insurance and income protection strategies that guard your family against the unexpected.
Choosing when to start Social Security and selecting a Medicare plan are two big retirement decisions.
Personalized strategies built around your goals and risk tolerance. No proprietary products. Just independent, objective guidance.
401(k) rollovers, pensions, and inheritance strategies: we help you build a retirement that lasts as long as you do.
Trusts, wills, and legacy planning designed to pass what you’ve built to the people and causes you love, efficiently and on your terms.
Independent Advice. Institutional Resources.
We do business as (DBA) Champion Wealth Management in our community. Securities are offered through LPL Financial, the nation's largest independent broker-dealer and a publicly traded company (Nasdaq: LPLA), giving us access to institutional-grade technology, trading, and compliance infrastructure.
David is a financial professional and holds his Series 7 and 63 registrations through LPL Financial and his Series 66 through both LPL Financial and Visionary Square, and a Life & Health insurance license.
Visionary Square also provides day-to-day supervision of our advisory activities, adding an extra layer of oversight and accountability to every recommendation we make.
Leadership, Size, and Strength
Built by You. Cared for by Us.
You've applied maximum effort toward building a life worth protecting. Whether you've made the decision to slow things down, or you're simply moving too fast to manage it all yourself, you need more than tools: you're looking for someone who can provide the assistance you need with your financial situation.
That's where I come in, a seasoned financial advisor who utilizes several different industry professionals to create and implement innovative strategies to achieve your financial goals.
Think of the person who keeps your yard. You come home from work, or from an afternoon with the grandkids, and it's done, beautifully, and you never had to step into the heat and the dust. That's the same feeling we want you to have about us: your life's work, tended with care. Now you can go sit by the pool and have a cold beverage.
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Ready to Start?
A 30-minute conversation costs nothing
and could change everything.
BROKER / DEALER
REGISTERED INVESTMENT ADVISOR
