David has over 25 years of experience monitoring financial plans and managing assets for a variety of clients. David received a bachelor of science in business from the University of North Carolina at Asheville in 1986 and a Master of Business Administration degree from Appalachian State University in 1988. He received his CERTIFIED FINANCIAL PLANNER™ certification in 1994.
Outside of work, David and his family are all outdoor enthusiasts. He enjoys mountain biking, camping and running. The Wells family has also fostered dogs through Brother Wolf and has always been quick to open their home to animals in need.