Chief Investment Officer, Co-Founder
David’s primary focus is serving our private wealth clients as their personal CFO. He is a Certified Financial Planner® practitioner, Chartered Life Underwriter®, and an Accredited Investment Fiduciary®. David oversees IronGate’s financial planning division, working with staff and outside professionals such as attorneys and CPA’s to ensure clients’ portfolios are integrated with their tax and estate planning. He is also integrally involved in the firm’s risk and investment management in order to provide a seamless experience for clients.
Born in Mocksville, David grew up in Fayetteville, NC and graduated from Wake Forest University. Prior to IronGate, he was with First Union and American Express Financial Advisors. David serves on the Wake Forest Alumni Council and has served on the University of North Carolina Wilmington Foundation Board. He is a past president of the New Hanover County Estate Planning Council, and has served our community through Habitat for Humanity, Boy Scouts of America, and the United Way. David and his wife Susie have been married more than 25 years and are blessed to have three wonderful sons. Outside of IronGate, David enjoys playing tennis, fishing and being on the water.
Office: (910) 791-1437