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David W. Ellis AIF® CFP®

Principal, Financial Advisor



David received his Bachelor's degree from Virginia Tech in 1992, his Master of Fine Arts degree from Virginia Commonwealth University in 1997, and has been working in the financial services industry since 2000. He has a deep appreciation for the educational aspects of financial planning and works to break down complex financial topics into everyday language that his clients can understand.

To further his professional development, David became a CERTIFIED FINANCIAL PLANNER™ in 2005. He specializes in comprehensive financial planning--helping clients take control of their financial future--and in the discretionary management of clients' assets using innovative, proprietary investment strategies. David is a native of Salem, Virginia where he lives with his wife, Robyn, and three children.