Meet Our Team

David Lamb, CFP - Co-Branch Manager

David has over 20 years of experience as a financial and estate planning professional. He has completed the Certified Financial Planners course (CFP) and the Elder Planning Counselor Course (EPC ). He has operated as a business partner and Branch Manager for the London IPC office for the past 15 years. David is responsible for analyzing your personal financial situation and creating a Personal Wealth Management Strategy to help you achieve your goals. Working with our Professional Advisory Board, he coordinates and implements all aspects of your overall financial plan. By adhering to the Portfolio Management System, he provides our clients the discipline needed to be successful investors.

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