Our Qualifications

Who is Legacy Financial Services?

David is passionate about financial planning and helping people achieve their goals. He firmly believes that choices made today can result in a major impact on a person's future financial well-being.

David has invested his time and effort into his education because he is dedicated to providing his clients with the highest quality service on a broad spectrum of financial issues. David has completed the necessary coursework and examinations for the following designations; Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified in Long-Term Care (CLTC), Certified Fund Specialist (CFS), and Accredited Estate Planner (AEP).

David is uniquely qualified to guide you towards your financial future.


Our success is measured by your success!

Call us Anytime (541) 284-7171