Helping people to “divorce their finances peacefully while preserving future relationships” is a primary goal for David through his business Sand Oak Divorce Solutions, which he founded in 2015. He experienced seven divorces in his family (to include his own), and has witnessed its mental, emotional, and financial impacts first hand. Drawing on his diverse training and broad knowledge achieved over his 20-year Air Force career as a Dentist … followed by his 15+ year financial planning career, David educates and supports his divorcing clients through one of the most difficult transitions in their lives. He is a Certified Divorce Financial Analyst®, Collaboratively Trained Financial Professional, Certified QDRO Specialist™, Florida Supreme Court Certified Family Mediator, Chartered Financial Consultant®, Investment Advisor Representative, and licensed life, health, and variable annuity agent. David assists individuals and couples to get clear answers to their divorce related financial questions and understand all their financial options, no matter what stage of divorce they find themselves in.
He is excited to join with Vesta to collaborate with other divorce professionals as passionate as he is, to change the face of the divorce process and bring about better outcomes – both short and long-term.
Outside of work, David enjoys early-morning neighborhood runs, listening to jazz, being on the water in his kayak, and recently has discovered composting as a new hobby.
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