David is Founder and Wealth Advisor at Strata Capital, an independent firm affiliated with Cornerstone Planning Group, where he also serves as a member of the Investment Committee. He provides investment and comprehensive planning guidance designed to help clients make smarter financial decisions with clarity and confidence.

Clients rely on David for his deep investment expertise, thoughtful planning strategies, and ability to simplify complex financial situations. Known for his patient and caring approach, he takes the time needed to ensure clients feel confident in every decision. He prioritizes people over profits and values delivering creative, well-structured solutions that truly improve outcomes.

Outside of work, he enjoys spending time with his dogs, anything pizza-related, and competitive shooting. He supports organizations such as the ASPCA.