Meet Your Retirement Team

“We aren’t just looking at today; we’re looking at your whole plan — the good times and the bad. We are here to take the emotion out of your finances, so you don’t make mistakes.”

David’s interest in the financial industry began in the ’80s with a shoe. A Reebok, to be precise. When he was in middle school, Reeboks were the must-have for every young boy, and David was no different, except that his enthusiasm led him to look up the company’s ticker symbol in the newspaper. Seeing that shares were trading for around $25 per share, David called up his local Merrill Lynch office to try and buy a share of stock. Unfortunately, he was told there was a $10,000 minimum to purchase stock in his favorite shoe; however, his interest in the stock market would continue to grow.

After high school, David joined the military, serving in the 82nd Airborne Division of the U.S. Army before earning his MBA and officially joining the financial services profession. He worked as an investment officer for Highlands Independent Bank and as a financial representative for Edward Jones. Ultimately, David realized his true calling was to help people save for and manage their savings throughout their retirement. He co-founded Platinum Financial Partners in 2009, specializing in helping Florida Retirement System (FRS) participants make the most of their benefits and live their desired retirement lifestyle. For over 20 years, he has helped individuals and families design personalized financial strategies to get them from their working years right into their retirement years.

“There is a difference in saving for retirement and managing your savings through retirement,” says David. “This is the distribution phase of life where you rely on what you have saved.”

David is a financial professional who can offer investment and insurance products and services. He has passed the Series 65 securities exam and holds life, health and variable annuities licenses. He is a Fellow of the National Tax Practice Institute and the American Academy of Financial Management. David is a designated Certified Divorce Financial Analyst and a Registered Financial Consultant. He earned his MBA from Auburn University and graduated from the Florida Bankers Association Graduate Trust School.

Away from the office, David loves spending time with his wife, Michelle, their two children, Taylor and Trip, and their menagerie of pets, which includes two dogs, a cat and a horse. He also enjoys spending time at the beach, hunting and volunteering for the Sebring Redevelopment Agency and the Highlands County YMCA.