About Us

Nice to meet you! I'm David McDonald and I'm here to help you achieve your financial goals! Originally from New York, I moved down to North Carolina in 2013. Professionally, I worked for a baseball team, the Gastonia Grizzlies, as the general manager. I have been involved with the Chamber of Commerce, Rotary International, the Gaston County Jaycees and several other non-profits.

I love what I do because I love celebrating the victories along the way with my clients. I want to build a relationship with my clients and their families that lasts our lifetimes. The client that I like to work with is somebody who is respectful and wants to use our partnership to help them achieve financial freedom. Life is a long road and I just want to help navigate some of the twist and turns that come along the way.