David has been associated with Capital Preservation Services since 2009 and specializes in helping clients grow their businesses and reduce their tax liability. He became a regional partner with CPS in 2014. David has been in the financial services industry since 1982.
He has served in the capacities of district manager, independent broker, trainer, MDRT mentor, disability income supervisor, Vice President of a financial planning firm, Vice President of a bank's risk and wealth management firm and has been President of a bank's financial services firm.
He has been an expert witness in several trails pertaining to financial matters and has been a guest speaker for many organizations.
Related Articles and Blog Posts
No post available.