David is responsible for scheduling and preparing annual reviews for clients; preparing client paperwork, including new account and transfer forms; and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
Education:
Georgia State University, B.A., Public Relations/Image Management
Kennesaw State University, Chemical Engineering
What do you enjoy most about working at Modera?
I get to do what I like to do with people that I like doing it with. We have awesome clients and the team I work with in Atlanta is exceptional.
When you’re not working you’re…?
Currently, I am my great nephew, Gavin’s, favorite person. These days, when I’m not at work I have a very awesome and active three year old as my constant companion so my off-work time is spent at parks, going for walks, and playing whatever imaginary game he’s come up with. I’m also a roller-coaster junkie so I’m really looking forward to taking him to Six Flags this summer!
Where did you grow up? Where do you live now?
I grew up in Marietta, GA and live there again now. In the interim I spent 13 years living in Savannah, GA and another four years living in Orlando, FL. I moved home to be closer to my mother and to raise my kids where I grew up.
What’s a destination in the world that you aspire to visit?
I want to go to all the amazing theme parks I’ve learned about in Japan. This is definitely very high on my bucket list!
Modera Financial Planning & Wealth Management
5555 Glenridge Connector, Suite 150, Atlanta, GA 30342
678-833-1166
Georgia Team
Bryan Burchette
Jacob Burleson
Josh Connell
Tana L. Flores
Bradley S. Hilton
Robert S. Hockett
Dr. Barry H. Kaplan
David McCollum
Ryan L. Pope
Salome A. Rose
Samuel Russell
Robert Sinsheimer
Mark Willoughby
Brandy K. Wright