David P Field

Growing up, I watched my good friend's family, who once seemed financially secure, lose everything after a series of setbacks. Seeing the profound impact this had on them opened my eyes to how fragile financial stability can be and sparked my passion for helping families better prepare for their future.

This passion was further cemented during the Great Recession of 2008/2009, where I witnessed countless individuals struggle to make ends meet, delay retirement or lose hard-earned savings. I knew then that I wanted to dedicate my career to empowering families and businesses to achieve confidence in their finances and pursue their...