Founder, Principal Wealth Manager, CCO
David founded Ever Green Wealth Management in May of 2018 with the intentions of building a financial practice that always acts in your best interest. His promise to his clients is “your interests will always take precedence over ours.” He has over 32 years of experience helping families, individuals, and business owners make difficult decisions that affect their long-term goals and happiness. He started early and gained valuable experience in real estate and home building that taught him how to really listen to the client's needs and goals in order to foster the results that mattered to them. For over a decade and a half, he managed a local office for an international investment firm where he started to figure out there is a better way to take care of the client's needs without conflict of interest, more options, and better tools to do it with. He felt impelled to create a firm he could do just that.
David has served on local planning boards, town council positions, local Chamber of Commerce positions including VP, and various clubs including Rotary, Kiwanis, and Lions. He passed his series 7 and 66 exams and also acquired his AAMS (Accredited Asset Management Specialist) designation.
In his spare time David enjoys time with his wife, Nancy, and two children, Danielle and Ryan. In the summer they spend as much time as possible boating around the Thousand Islands and through Canada. He loves spending fall in the woods at their home in Bristol, NY. as well as collecting maple sap in the spring.
At the end of the day, what helps David sleep well is knowing he has used fundamentals, technologies, and a solid process to take great care of his clients’ goals for retiring, sending children to college, taking care of loved ones old and young, and protecting the family business.