David is a licensed Florida attorney and practicing financial consultant. His unique area of specialization is financial product contract analysis and management. He serves on a number of state and national bar committees which focus on the integration of financial products into the estate planning process.

He brings over 20 years of professional experience in bridging the legal and financial worlds and is a strong proponent of the appropriate use of insurance and investment products as solutions to multiple financial and estate planning needs.

David is available to discuss your cases and give you advice from the routine to advanced case design.