David has 11 years experience as a Registered Investment Advisor. He earned his Bachelor of Arts Degree from Ottawa University in the field of Management. David is a CERTIFIED FINANCIAL PLANNER ™. He is licensed to conduct all types of securities and insurance business.
“My education and experience position me to effectively review and analyze financial planning options with regard to prospective clients’ needs.”
David resides in Westminster, Maryland. He grew up in nearby Taneytown, and has lived in this area his entire life.
“I became interested in my profession when I myself realized I needed more knowledge and understanding of my financial concerns. This led me on the path to the realization of Hemler Financial Group. I firmly believe that most Americans given the opportunity are more than capable of making sound, sensible financial decisions. Connecting the dots involves putting forth an effort to educate oneself to the available choices prior to making these often far-reaching decisions.”
As an independent advisor David chooses to spend time with prospects and clients to truly take a proper accountability of their goals. “Financial Planning is a process, not unlike most any process we conduct in our everyday lives. It involves complex elements and I take pride in assisting my clients with easier understanding of these complexities.”
“Life has a pace all too often that is one speed; FAST! We advocate slowing down when it comes to your financial decisions. It really is back to basics and walking before we run. The sales culture of the financial services industry is sometimes too quick for our own good. Life has often taught us most of what we need from the simple stories we learn early on. Remember the tortoise and the hare?!”
“Most of our clients are simply looking at their financial decisions of the past, present or future and want to have a qualified viewpoint on those decisions to assist them.
Imagine Life Simplified by Creating a Plan you Understand!