As the co founder specializing in qualified retirement plans for business owners, David brings a wealth of expertise and dedication to the field. With a deep understanding of both financial intricacies and entrepreneurial challenges, he established Oakwood Summit to simplify retirement planning for small and medium-sized businesses.

 

David's goal is to provide innovative strategies that optimize tax benefits and enhance employee benefits, ensuring long-term financial security for his clients. Through his personalized approach and commitment to client success, David empowers business owners to navigate the complexities of retirement planning with confidence.