Bio

David joined Oak Ridge Financial in September 2018. He specializes in asset management, building net worth, and understanding individual’s needs. David listens to his clients to understand their unique financial situations. His disciplined approach to investing focuses on risk management, and the portfolios he develops seek to provide a balance of safety and return while supporting personal, family, and career goals. David received his Bachelor’s Degree in Finance and Marketing with a specialization in International Business. David has over 20 years of experience in the industry, and before coming to Oak Ridge, he worked at Feltl, Baird, and AG Edwards. In his free time, David likes to play tennis, go biking, and spend time with his wife and three children.