5 /5 ward eastman: David is the consummate professional. He has handled our financial planning for 10+ years and we couldnt be happier. During that time we transitioned from a more aggressive growth stage to retirement planning, and he has helped us get to a point where we dont have to worry about our financial future. He is smart, attentive, transparent, and always keeping us up to date with market conditions to insure we understand the impact on our planning. I highly recommend David to anyone looking for a financial planner.