David Feeley

FINANCIAL ADVISOR

About David

My professional career has taken a few turns since graduating from the University of Richmond in 2009. After working in KPMG’s audit practice and passing the CPA exam after college, I decided to join my dad in our family’s service station and restaurant company and indulge my entrepreneurial bug. I learned the ins and outs of running a business and leading people, which I have found to be invaluable skills.

When my dad was diagnosed with terminal cancer in 2015, in the blink of an eye I became solely responsible for over a dozen employees and operating all of the business’s unique profit centers in my mid 20’s. While a successful and rewarding venture, the long-term viability of the gasoline industry had drifted into question by the onset of the 2020’s and, with that realization, I decided to sell the family asset and lever my extensive background of small business and accounting in the financial advisory field.

Having always been interested in investing in the markets, the transition was only natural. Seeing firsthand the importance and necessity of sound financial planning in the midst of family crisis only pointed me further towards a career in wealth management. On top of that, I love meeting with new people and hearing their life story. The most rewarding part of my work is helping people feel prepared for the road ahead and well positioned towards meeting their financial goals; and, ultimately, a life of family, friends, and financial independence.

I played Division I golf at U of R and still play lots to this day. I also have become addicted to paddle tennis in recent years and, of course, love hanging out with family and friends. I grew up in the area and graduated from St. Paul’s School.

I maintain certification as a CFP®, CPA, and CEPA (Certified Exit Planning Advisor).

 

Dave’s Responsibilities

  • Creating relationships and developing new business opportunities

  • Creating sound financial plans for clients and adjusting and monitoring the plans on an ongoing basis

  • Serving as a resource for clients on investment, asset management, and account related topics

  • Member of the ROFG Investment Committee, where we analyze macroeconomic data and translate it into actionable portfolio solutions

  • CERTIFIED FINANCIAL PLANNER™

  • Certified Public Accountant,

  • Certified Exit Planning Advisor