Investment Advisor Representative

With nearly three decades of advisory experience, David brings both wisdom and purpose to his role at Rooted Wealth Advisors. After building multiple insurance and retirement practices, he developed a passion for helping clients create retirement strategies that emphasize financial security and peace of mind — a philosophy he calls Forever Funding. His goal is to help families eliminate the stress of uncertainty in retirement by crafting plans that support them for life. David’s dedication to guiding others has fostered lasting, multi-generational relationships built on trust, clarity, and legacy planning.

A third-generation U.S. Army veteran, David has also served as an accredited service officer with the Department of Veteran Affairs and founded a nonprofit organization supporting wartime veterans with claim services. He and his wife of 35 years spend much of their free time outdoors — hiking, skiing, off-roading, and finding new adventures together.