David is the founder of FedWise Advisors and has over 10 years of experience in the financial planning space, all of which have been focused on Federal Employees. He is a Chartered Mutual Fund Counselor (CMFC®) and has Series 7, 63, and 65 licenses, held through LPL Financial. With this extensive knowledge and expertise, he seeks to provide guidance to individuals and families seeking financial security.

Growing up in Northern Virginia near the heart of the federal government, David gained early insight into the financial challenges faced by Federal employees. His father’s remarkable 35+ year career with the U.S. Department of Agriculture (USDA) instilled in him a deep appreciation for the dedication of federal workers and the importance of strategic financial planning. Like his father, David is also a lifetime FAPAC member and has presented financial literacy courses for various diversity groups including FAPAC, BIG, and FEW.

David specializes in guiding federal employees and retirees through a holistic planning approach, covering all areas of someone’s financial picture. His mission is to provide clear, practical financial strategies tailored to the unique benefits and retirement systems available to federal workers.

In his spare time, David enjoys weightlifting, golf, and traveling, embracing both physical challenges and new experiences.