David W Heiligenthaler,CFP®

David began his professional training by earning a Bachelor of Science Accounting degree in 1983 from Syracuse University. While employed in an accounting position in Houston, Texas David earned a MBA (Masters of Business Administration) with a finance concentration from the University of Houston in 1987.

In 1993, David moved to Cornelius (Lake Norman), North Carolina to pursue a career in the financial services field. In 1996 he started his own business, an independent financial planning firm while working toward completing his CERTIFIED FINANCIAL PLANNER™ accreditation.

David enjoys spending his time with his wife and two girls. He spends his free time watching his girls play basketball, hiking and traveling. David is an avid Syracuse basketball fan.