“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 accounts in the most efficient manner.”
David has been in the finance industry for 23 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 a few years as an independent financial advisor. David is currently studying to become a Certified Financial Planner practitioner.
When he is not in the office, you will find him traveling or outdoors, either hiking or biking with his son. David resides in Santa Clarita with his son Logan.