In 2003, David graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, David was inspired and had an inkling that this profession was for him. He officially started his financial advisory career the year after with the firm now known as Ameriprise Financial.
Over time, David developed an entrepreneurial spirit and launched The WealthPlan in 2011 as an independent advisor. In addition to being a CERTIFIED FINANCIAL PLANNER™, he holds both the Chartered Financial Consultant and Charted Life Underwriter designations.
David spent the first 40 years of his life in Long Island, NY, and then relocated to Florida in 2021 with his wife Diana and newborn daughter Sophia (lil’ Soph Sophs).
Outside of work and family, David has many varied interests. He is a music lover and is constantly exploring new artists on Spotify. David has been dancing for fun since childhood and used to break dance in a university club. He hit his peak of “fame” by appearing on Season 2 of “So You Think You Can Dance.” In short, he is a fun party guest. Of course,
David also enjoys watching TV shows and films, with his favorite subgenres being action, horror, and martial arts. Being a travel lover, he has been privileged to visit over 15 countries. His favorites include Africa, New Zealand, and Ireland. Lastly, he has performed stand-up comedy a handful of times since he enjoys making people laugh.
Amy Fike joined The WealthPlan LLC in 2022. She has a BS in Business Administration with a minor in Marketing from the University of Maryland University College. She is currently pursuing an MS in Psychology from Capella University.
Amy’s professional experience includes a variety of executive, financial, and back office supports. Her career began with two portfolio management software companies, Morningstar and AssetBook. At both companies, she provided back office support services to registered investment advisors and became an expert in customer support. Amy’s experience in working with business professionals led her to work for Hanover Street Capital providing due diligence for Deutsche Bank’s commercial real estate financing company. In 2019 Amy served as the finance manager of Garrett County Lighthouse, a non-profit psychiatric rehabilitation facility, and was quickly promoted to Executive Director where she helped structure the organization and build lasting referring relationships.
Amy resides in Oakland, MD with her two children. When she’s not in the office, Amy enjoys several hobbies including hiking, baking, and painting.