Our Team

David has lived on the Central Coast for more than 30 years and has been working in the financial services industry since 1994. David's goal is to develop a customized financial strategy designed to meet your unique financial challenges and then oversee the strategy as they are implemented and monitored.

David started his career at Dean Witter Reynolds Inc., which then later became Morgan Stanley. During this time, he was the assistant branch manager and a partner in a successful team servicing high-net-worth clients. In 2005, David was recruited to work for Merrill Lynch, where he continued to work with high-net-worth clients on the Central Coast. During his tenure at these firms, David became very knowledgeable about using specialized services, such as implementing trust banking services, working with alternative investments and structured products, private banking, and establishing ESOPs and retirement programs for businesses. In 2009, David decided to take his expertise and experience and start his own wealth management business, specializing in helping retirees and successful entrepreneurs around the country. David is a registered representative and Investment Adviser Representative of LPL Financial, member FINRA/SIPC.

David earned an Agribusiness Management degree from California Polytechnic State University, San Luis Obispo (Cal Poly, go Mustangs!).  He resides in Atascadero, Ca. with his beautiful wife, Tiffini, and two dogs, Luna and Gilbert.  David has been involved in many wonderful local organizations, such as the San Luis Obispo Daybreak Rotary Club (Past President), Nipomo Chamber of Commerce (Past President), South County Advisory Council (board member), and local youth activities, such as sports, FFA and 4-H.

David loves the Central Coast and enjoys visiting the beach, playing with the dogs, wine and beer tasting, concerts in the park, and the many fine restaurants in the area.   His favorite pastime is spending time with his grown children, two grandchildren, and other family members.

Sarah has been serving investors for over a decade, advising families and large companies. She has guided investors and business owners through an array of financial disciplines, such as retirement planning, tax-deferred strategies, mortgage lending, estate execution, trust design, commercial financing and commercial real estate. Her financial background is vast, she loves to learn, and more importantly, loves to teach. She has spoken to small and large groups upward of 30,000 people. Sarah has served several local nonprofit boards and has donated countless hours of financial education to Cuesta College, Cal Poly University and small groups in the community. In 2016 Sarah was honored by the Tribune as a Top 20 under 40* and has earned the honor of being called a Latina Leading the Way by Latina Leaders of Bakersfield.

“I live to create a financial impact and to share that investing wisely is so much more than money. My greatest accomplishments are still my two beautiful children Noah and Bella.”

*The award honors the accomplishments and achievements of young men and women under the age of 40 who have demonstrated excellence in their professions and a profound commitment to community service. To be eligible, nominees must have lived and worked in San Luis Obispo County year-round.

Christina has over 19 years of Financial Services experience, working at Morgan Stanley, with an Registered Investment Advisor and Obispo Wealth Management.   She has a breadth of experience by having positions in cashiering, New Accounts, operations and as office manager.   Her role at Obispo Wealth Management, is in Client Relations and Service, helping every client toward having an incredible experience.

On a personal note, she likes to embroider, sew, garden, and do crafts at her home in Santa Maria with her dog Poppy.  She also has an adventurous spirit and likes to travel, go hiking and zip lining.