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David Binns-Loveman

David Binns-Loveman

I have been in the business world for over 20 years. After starting my career in 1993 in engineering and
technology consulting, I made a major change in 2005 to financial services. I have always been an analyst, planner, and problem solver, just in different industries over my career.

As a financial professional, I prefer to take a holistic approach with my clients, evaluating their total financial circumstances, developing a strategy for their current and future needs, and recommending solutions to fulfill that strategy.

I work with clients of varying incomes and asset levels. As a biological and adoptive father of four, I particularly enjoy working with families to address their needs, including life insurance, retirement, and
college education planning.

I am a self-professed geek and lifelong learner. As such, I have earned several credentials in the financial
planning arena.

I am experienced in many aspects of financial planning, and might even be able to fix your computer.