“I am truly passionate about financial services and the special relationship one has with their accumulated wealth; I intend to help that relationship by servicing your account in the most efficient manner.”
David has been in the finance industry for 19 years. Prior to joining Hesen and Haslam, David was the Assistant Director of Operations at a Registered Investment Advisor within a large National Broker Dealer and has spent the past few years as an independent financial advisor.
When he is not in the office, you will find him traveling or outdoors, either hiking or biking with his family. David resides in Santa Clarita with his fiancée Lupita, his son Logan, and Lupita’s children, Brandon and Yatziry.