As a leader in Argent’s Ridgeland, Mississippi office, David is dedicated to making a meaningful impact on the lives of those he serves. With over 40 years of experience in the financial industry, David supports the delivery of Argent’s financial planning services across the company’s footprint, serving as a trusted advisor and thought leader in financial planning.
Since earning his Certified Financial Planner (CFP®) designation in 1987, David has consistently demonstrated his commitment to providing clients with comprehensive, holistic financial strategies. In 2016, he became a Certified Senior Advisor (CSA)™ and achieved certification as a Certified Trust and Fiduciary Advisor (CTFA) in 2022, equipping him to navigate the complexities of financial management across all stages of life.
David specializes in advanced age planning, addressing the financial challenges families face as their loved ones age. Known for simplifying complex financial concepts, he is a sought-after speaker who engages audiences with clarity and insight. He is also the author of What You Need to Know: The Adult Child’s Guide to Becoming an Effective Financial Caregiver, published in 2012, a valuable resource for families navigating caregiving challenges.
When not in Ridgeland, David and his wife, Susan, enjoy the scenic beauty of the Cumberland Plateau in Tennessee, where they spend time with nature and their family. David’s family-centered approach informs both his personal life and professional philosophy, ensuring that his financial planning fosters security and peace of mind for the families he serves.
