David and his team are a tremendous, knowledgeable group of professionals who truly care about your financial goals. They are patient in explaining intricate financial terms, and they treat their clients like family. They also never try to sell you something you don't need. The one caveat about the company is a recent hire named Denise Walker. She is miserable, unprofessional, and oddly confrontational. She doesn't fit it in at all with the rest of the team. Hopefully she is short term. read more