David is a wealth management advisor and founder of Tomi Wealth Management. He has 15 years of experience in financial services and uses state of the art technology and platforms for financial planning, business planning, tax planning strategies and portfolio management. David specializes in working with business owners, high income and high net worth professionals. He has built life long relationships with his clients by taking the time to understand and discover what is truly important to them and implementing advanced financial planning strategies to help them achieve their goals. David is committed to providing the high level of client service that everyone deserves.
In his free time, he is an avid golfer, enjoys scuba diving, coaches his kids’ sports teams and is the head freshman football coach at Tuscarora High School. He lives in Leesburg, VA with his wife Julianne and their three children, Caleb, Audrey and Colby.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.