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David White & Associates
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David White & Associates is a privately held company providing financial planning advice throughout the Greater Bay Area.
Org chart
Christopher D. White
President
Christopher D. White
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Doug Walsh
Vice President
Matt Dolan
VP of Sales
Gary Leger
Senior Partner
David Lucas
Senior Partner & Financial Advisor
Matt Kay
Senior Partner & Financial Advisor
Kirk Dobson
Senior Partner & Financial Advisor
Brian Anderson
Senior Partner & Financial Professional
Oliver Orzal
Senior Partner & Financial Advisor
Terry Adami
Senior Partner & Financial Professional
Scott Pence
Senior Partner & Financial Advisor
David Zook
Senior Partner & Financial Advisor
Matthew Halick
Partner & Financial Advisor
Sheri Graybehl
MD, Recruiting Manager
Jennifer Jones
Operations Manager & Executive Assistant
Paulina Lucas
Administrative Assistant
Board & advisors
David W. White
Chairman