Our Team

David’s unique mastery of tax and equity compensation is tightly integrated with his reality-based financial planning background. With over 16 years of experience, he developed his skillsets connecting people’s use of capital with what is important to them. He is passionate about helping people make informed decisions by understanding the trade-offs implicit in life’s decisions.

With over 12 years of experience, Dawn is a seasoned Relationship Manager in the Private Wealth Management industry. Known for her exceptional expertise and unwavering dedication, Dawn has consistently delivered outstanding results throughout her career. As a Relationship Manager within Resurgent Advisors, Dawn continues to thrive, leveraging her wealth of knowledge and experience to help clients navigate the complexities of their financial lives.