David Flores

David oversees the entire client-facing world of our workforce — from the team that handles the very first call a client makes to us, to the people that advise and support our clients as they work to meet their financial goals. David knows first hand the importance of financial literacy, access to opportunities and seeing possibilities. He is especially driven to connect with people who have limited access to the things they need to be financially healthy.

David is a graduate of the Jacob D. Fuchsberg Law Center of Touro College and earned his bachelor’s degree at Michigan State University where he managed Coach Izzo’s basketball team and developed a treasure trove of basketball stories and analogies that still come in handy today.