With over 20 years of leadership experience as a retired U.S. military veteran, David brings a mission-driven approach to dental practice transitions. Raised in Southern California and now rooted in Simi Valley, CA with his family, he combines deep community ties with a national perspective on success.

David’s diverse expertise spans human performance technology—specializing in course design and instructional development methodologies—and financial services, where he holds the designation of Chartered Life Underwriter® (CLU®). As a master trainer during his military career, David led the development and delivery of high-impact educational programs, sharpening the communication and planning skills he now brings to complex practice transitions. His deep understanding of life insurance and underwriting enables him to tailor financial structures with precision, helping clients navigate both the technical and personal aspects of selling or acquiring a dental practice.

Whether guiding a first-time buyer or customizing exit strategies for seasoned practitioners, David is committed to delivering seamless, smartly structured transitions grounded in trust, precision, and real-world understanding.

“I believe successful transitions happen when both sides feel seen, respected, and supported.”