Let's move forward. Together.

David’s passion is gaining a deep understanding of our clients’ concerns and priorities so he can develop portfolios and align resources to best achieve our clients’ goals. He is dedicated to making his clients' life easier and being there for them along all complex situations. He holds his CFP®, CERTIFIED FINANCIAL PLANNER™ certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and has earned his MBA, with a concentration in Accounting. Dave was born and raised in New York and moved to Florida when he attended college. He is a Flagler College alumni and very passionate about giving back to his alma mater. David has been in the financial services industry since 1993. He lives in St. Augustine with his wife Nicole, son Matthew, and their dog Bella. Dave is the president of the Habitat for Humanity in Flagler County. He achieved his black belt in Tae Kwon Do and enjoys boating and being active.

Lacey strives to build enduring relationships with individuals, families and institutions through her commitment to providing outstanding service and guidance. She holds the CRPC® certification awarded by the Certified Retirement Planning Counselor and she has been in the financial services industry since 2005. Lacey is a proud graduate of The University of Florida, go Gators! Lacey is also actively involved in the community; she serves as a board member of St. Johns Coastal Rotary Club. She enjoys spending time with her husband Matt and three children Corbin, Elora & Lila. They are St. Augustine natives that love to spend time on their boat and the beautiful waterways of St. Augustine.