David Newbill, CFP®, CPA

David has been serving individuals and businesses in the area for more than 23 years. He brings extensive personal and professional experience to his work with clients.

He holds the Certified Public Accountant (CPA) and Certified Financial Planner designations and is licensed to offer a variety of investment and insurance products.

David specializes in developing personalized financial plans based on each client’s current financial situation, helping them establish and work toward their retirement goals.

He is dedicated to building lasting relationships with his clients and believes in helping them define their financial goals while taking an active role in managing their financial future.

One of David’s strengths is his ability to explain financial concepts, products, and services in a clear, easy-to-understand manner. He develops personalized financial strategies designed to serve as a roadmap toward long-term financial security.

David looks forward to using his knowledge and experience to help clients pursue their financial goals.