Through his work at Capital Management, David has taught workshops and financial courses at various institutions in the area. He has also developed educational workshops on financial planning for corporate executives and management. David’s book, The Great American Myth, will soon be released. David stresses that financial planning is an ongoing process, not a one-time set of circumstances. Understanding his clients' needs and integrating them with the complex planning techniques gives him the ability to work with clients in a clear and successful manner.
David resides with his wife, Ellen, in Greensboro, NC. They have one grown child, Stephanie and one granddaughter Sidney.