2019 Spring Conference Speaker

After a 20 year career in computer security and artificial intelligence, in 2003, David founded Pathfinder Financial Services, LLC, applying the same research and analytical skills which kept him at the forefront of the rapidly changing technology field to advancing the state of the art for financial planning. David was a founding member of the National Association of Personal Financial Advisors (NAPFA) University, and developed key educational materials for the Schools of Retirement and Risk Management. David has spoken at numerous national and regional professional conferences. His writing and speaking engagements encourage advisors to reexamine their fundamental assumptions and help stay on the cutting edge, growing their ability to deliver the highest quality care to their clients.