David joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is the creator of the Behavioral Wealth Management™ model. A model that focuses on aligning wealth management with the integration of human emotions while taking into consideration an individual’s talents, wisdom, network and relationships. David has been featured in a number of prominent outlets including The New York Times, The Wall Street Journal and The Huffington Post. He also enjoys sharing his wealth management philosophy through professional engagements and workshops. David is married and has two grown children and one granddaughter.
- JD, University of Michigan
- MA & BA, Emory University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Barron’s Top Financial Advisor (2009-2012 & 2014)*
- Five Star Wealth Manager (2014-2019,2021)
The Sandy Springs Financial Advisory Team is located in our Atlanta office.
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*Factors included in Barron’s Top Financial Advisor rankings: assets under management, revenue produced by the firm, regulatory record, quality of practice and philanthropic work.¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017, 2018, 2019 or 2021 FIVE STAR Wealth Managers.