Meet David aka Crispin! He is one of our founding partners and comes from many years in the industry! His passions include serving Physicians, Faculty Members, and Business Owner clients.David is a CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant so he is able to bring a vast variety of knowledge to our team!
He’s a Chapel Hill graduate (Go Heels!)So what does he do when he’s outside of the office? David along with his wife, Erin enjoy spending time outdoors and on the farm with their pets, Salem, Adora, Maui and Angus. (How cute are these guys??
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