David joined Walser Wealth Management in 2024 as a Strategic Wealth Advisor and has been in the industry for almost 20 years. His experience working with bigger financial institutions like  Morgan Stanley, Waddell & Reed as well as Regions and Trustmark Bank allowed him to gain knowledge on many different facets in the financial planning industry and brings his unique experience to Walser Wealth Management. He is a Certified Financial Planner and holds a Chartered Life Underwriter designation. David is very passionate about this industry because he has first hand experience with family members and friends suffer catastrophic financial impacts due to unforeseen circumstances. David chose to pursue a career in the financial services industry to help individuals plan and prepare for the future as well as events that could impact their financial well-being.

He is a Kansas native but relocated to Florida in 2017 to avoid the cold weather. David currently resides in the Tampa Bay area with his wife of 20 years.  During his free time he enjoys working out, surfing, and playing sports.  He also holds his private pilot’s license and has a passion for flying.