David’s primary focus at IronGate is serving the firm’s private wealth clients. He is a Certified Financial Planner® practitioner, Chartered Life Underwriter®, and Accredited Investment Fiduciary®. Working with staff and outside professionals such as attorneys and CPA’s, David oversees the firm’s financial planning division, and is integrally involved in the Investment and Risk Management functions providing a seamless experience for clients.
David is a native of Fayetteville and graduated from Wake Forest University. Prior to IronGate he was with First Union and American Express. David currently serves on the UNCW Foundation Board, is the Past President of the New Hanover Estate Planning Council, and has served in various other capacities with Habitat for Humanity, Boy Scouts of America, and the United Way. David and His wife Susie have three sons.