Ive been working with David for quite some time now, and he has always been extremely helpful and thorough in his work. I have worked with other planners in the past and David is the only one Ive ever connected with and trusted as much as I do. Great man whos great at what he does.

Great savings! We are so excited. I was very nervous to leave my long time provider but David is so personal and that is the kind of relationship I want from my insurance provider. Thanks so much to you and your team!

Best agent in the TRIAD. Cares about your well being and works hard to get you affordable coverage fast! Dont waste your time with anyone else, come and see David!

David is honest and trustworthy. If you aren’t doing your insurance business with him, you should. Highly recommended and extremely professional.

David and his staff are always on point and do a great job thinking of and designing creative ways to manage our money and employing cutting edge financial planning strategies.

If I could give this man 0 stars i would. My fiancé and I attempted to cancel her coverage to join State Farm (paying less for 2 cars than 1 on his coverage). He proceeded to contact us with the most unprofessional emails imaginable containing nothing but scare tactics and numbers bashing State Farm (a much more reputable provider) I could go on and on about his poor customer service and Unprofessionalism. Please do yourself a favor and shop elsewhere.

David and his company did an excellent job with my insurance needs. I highly recommend.

Top independent wealth manager in the area, David and his staff are constantly looking out for their clients best interests. We have been with them since 2010 and will never leave.

Super easy to deal with answered all my questions quickly really appreciate this guy

Very professional,extremely knowledgeable and help me feel confident with my buying decision,thanks David!

David is super helpful and a pleasure to work with! Thank you David!

Seriously can’t put into words how much they’ve helped me! Thank you!!

These guys are great to work with.

If I needed insurance in North Carolina I would use David.

Thanks David, for taking care of our needs.