Our mission is to provide comprehensive financial strategies to individuals, charitable interests, and retirement plans.


David G. Hunter, CFP®


David Hunter has spent 35+ years representing the financial interests of individuals, charitable organizations, and retirement plans.

In New York, he led private investment activities in a variety of industries while a Managing Director of Kidder Peabody and Equitable Capital. He gained extensive experience with long-term planning techniques and the incorporation of international investments in portfolios while associated with Sanford C. Bernstein and Trust Company of the West. He was associated with the early financing of Venture Capital Fund of America and served on their Evaluation Committee, which had the absolute approval of investments made.

David was a Senior Strategic Advisor with Rockefeller & Co., where he was responsible for developing and implementing strategies covering a broad spectrum of wealth management services for individuals and families.

He is a CFP® professional and was educated at the Isenberg School of Management at the University of Massachusetts.