During his 10-year career rising through Morgan Stanley, David was one of the most successful financial advisors among his peers in northern Virginia. He especially excelled at being a steady hand for clients during the Great Financial Crisis, resulting in multiple recognition awards. In 2015, David saw an opportunity to further his vision of modern financial advising by founding Doxa Capital. He guides that vision with a financial planning mindset paired with an elite level of client service. This approach positions Doxa as a client's "personal CFO", where David uses his planning and financial problem-solving experience to solve even the most unique situations.
David graduated from Johnson & Wales University and lives in Falls Church with his wife, Natalie, and is a dad to twin girls, Olivia & Sophia.
What's something people don't know about you? "I love helping and coaching kids. I've coached basketball and little league over many years and it always brings me a ton of joy."