Financial Services

Our goal is simply to use our experience and independence to help individuals and businesses find the most suitable financial solutions available in the marketplace. We specialize in corporate retirement planning, personal financial strategies, and preparing for your future.

David Lamie

David Lamie

Certified Financial Planner


David is a native Bristolian and a graduate of Tennessee High School in 1975. He attended Virginia Polytechnic Institute and State University on an athletic scholarship graduating in 1987 from the Pamplin College of Business with a Bachelor of Science in Business Management. Operating under the principles of integrity, objectivity, competence, fairness, and professionalism, David has 30 years of experience in the Financial Services Industry with a national client base. David has the following Professional Qualifications and Registrations:

Chartered Financial Consultant
Series 6, 7, 63, 65 FINRA Registrations