David Allan

About:

What I love most about my role: Helping people achieve their financial goals is what drives me every day. I find deep fulfillment in guiding clients through important decisions and seeing the positive impact on their lives. One of the most meaningful chapters in my career was working with a nonprofit organization dedicated to human stewardship—it was a privilege to contribute to something that truly made a difference in people’s lives.

Hobbies & family life:

Outside of work, I’m all about quality time with my family. I’m passionate about DIY home renovations and love rolling up my sleeves in the garden—landscaping is both a creative outlet and a way to recharge. Whether it’s building something new or transforming a space, I enjoy bringing ideas to life.

Fun fact:

I recently built a full backyard oasis from the ground up—deck, garden beds, lighting, and more—all without professional help. It’s now the go-to hangout spot for friends and family, and one of my proudest personal projects.