Neighborhoods Served
CA - Paso Robles, Napa, Sonoma, Lodi
As an insurance advisor and risk strategist, I work with wineries and contractors to build custom insurance programs that meet the needs of my clients. I understand the importance of relationships, integrity, and grit. For every client, I work tirelessly to find the best insurance solutions to match their needs.
I graduated Cum Laude with a degree in finance from Sonoma State University, where I had the opportunity to play baseball for the Seawolves. My career started at a boutique private equity firm, where I led the front-end partnership team. After witnessing the dangers of small businesses having uninsured risks and exposures, I shifted my focus to helping businesses with risk strategy, mitigation, and protection.
I’m blessed with a loving wife and son, and we remain actively involved with Sonoma State, mentoring students and helping them succeed through a college ministry. Outside of work, I enjoy spending time with my family, staying active, and participating in my church and local community.
CA - Paso Robles, Napa, Sonoma, Lodi
Mon – Fri: 8:00 AM to 5:00 PM
Saturday & Sunday: Closed
All times shown in local time. This staff member's office hours may differ from the hours listed above.
(888) 329-8842
(888) 329-8842 - David's Fax
Please allow 24 hours notice for online bookings. To talk to David now, please call: (800) 549-4242