Qualifications & Biography

Qualifications -

*Registered Financial Consultant (RFC)

*Registered Financial Specialist (RFS)

*Chartered Asset Manager (CAM)

*Investment Advisor Representative

*Member of the American Academy of Financial Management

*Twenty five years of experience in helping to organize the investment, insurance, and general financial concerns of my clients.

*Securities registrations - Series 7, Series 6, Series 63, Series 65.

*Life, variable life, and variable annuity licensed and securities registered in Alabama, North Carolina, Georgia, West Virginia, Minnesota, Texas, and Tennessee.

*Active member of the Trussville, Alabama Chamber of Commerce.

*Active member of the Advisory Board of the Trussville City Schools Foundation.

*Active member of the national Field Advisory Cabinet of The UNIFI Companies, Chairman - variable annuity sub committee.

*Past Board member of the Birmingham Association of Insurance and Financial Advisors.

*Qualified for the Million Dollar Round Table on eight occasions.

*Court of the Table of the Million Dollar Round Table qualifier over previous five consecutive years

*Recipient of the National Quality Award on seven occasions.

Biography -

*1991 Graduate of the Manderson School of Commerce and Business Administration, The University of Alabama, BS Finance.

*Native of Florence, Alabama.

*David, and his family currently resides in Trussville, Alabama.

*Past four term President and two term Treasurer of former Home Owners' Association.

*Member of Clearbranch United Methodist Church, past chairman of the finance committee, and current praise team member.  

*Trussville Sports & Recreation Youth League Basketball Coach

*Trussville Parks & Recreation Department Board

*Founder and Director of the Trussville Recreational Youth Sports Foundation (TRYS Foundation)