“I get great satisfaction in knowing that my clients feel comfortable and confident reaching out to me to handle their requests and resolve any issues.”
David joined Canby Financial in 2014 as a client service manager and now serves as a Financial Advisor. For him, every client’s financial picture is a unique “puzzle” comprised of varying needs and goals that are constantly changing. He enjoys working in collaboration with members of the Canby team to develop a unique financial roadmap for each client and help guide them through its various twists and turns.
David graduated with a BA in history and a minor in writing from Loyola University in Maryland. While at Loyola, David had the opportunity to spend his junior year studying at the University College Cork in Cork, Ireland. He began his career as a Financial Representative at Fidelity Investments, where he earned his FINRA Series 7 and 63 securities registrations. In 2019, David earned his CERTIFIED FINANCIAL PLANNERTM certification.
Raised in Sudbury, Massachusetts, David now lives in Cohasset with his wife, Kathleen, whom he married in October of 2019. Outside of the office he enjoys golfing, learning about golf course architecture, brewing his own beer, cooking and reading while at the beach. One of his “guilty pleasures” is watching “Diners, Drive-Ins and Dives” marathons on the Food Network.