David's experiences have led him to recognize successful wealth management includes three important elements: honoring the family heritage, managing well the risk to current wealth, and instilling family values and life skills to protect the future generations. Only by so doing may both the creators of wealth and future generations extract the true value of the wealth for the family's happiness.

After a careful and intense search, David chose the family office business model and the Lexington team to better serve clients in a highly personal, objective and individually customized manner unavailable through traditional large institutional providers. As a Family Strategic Consultant with the Lexington Family Office, David offers families the unique opportunity to define their family guiding values, effectively design strategies and manage wealth in accordance to each families unique needs, teach life skills for successor generations to be good stewards of wealth, and help the family learn how to give back in a meaningful and fulfilling way.

David graduated from the University of Central Florida in 1978 with a degree in business administration and concentration in finance. David serves his local community by holding leadership positions with The Community Foundation and the Daytona International Music Festival.

Debbie, his wife of 31 years, provides a happy home with two sons, David Lowell a Florida State Park Ranger and Matthew, a photography student at the University of Central Florida.