David Sizemore, CFP® has earned the title of Vice President of Investments

David Sizemore, CFP® has earned the title of Vice President of Investments.

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David joined us back in 2007 working as an intern, then an associate, and most recently as a Retirement Advisor.  He has been doing an exemplary job over the years working with clients and delivering the service on which we have built this firm.

David joins the other senior advisor staff in continuing to deliver the quality client experience that his clients have come to expect, as well as helping to direct the firms continued growth.

Please join us in congratulating David on this achievement.