Kevin’s unique approach to wealth management combines the abstract thinking of a philosopher with the pragmatic execution of a financial planner.  

As a first generation American who entered the finance sector during the 2009 economic crisis, Kevin understands the critical importance of receiving sound, rational advice from someone you trust. He has helped over 1000 clients transition into retirement, and key to that is developing a plan to manage the stress and anxiety that comes with any new chapter in life.

Kevin has worked in both analytical and client-facing roles throughout the course of his career – giving him a deep understanding of financial complexities and the ability to explain those concepts in simple, plain language. He provides confidence and peace of mind to his clients during times of economic uncertainty by ensuring that there is a plan in place for such eventualities. Thoughtful discussions and tailored investment strategies are the foundations of his practice.

Aside from his college years, Kevin has lived in the San Francisco Bay Area for all of his life. When he is not working with clients, you can find Kevin working in the garden with his Golden Retriever, Moose, relaxing on the beach with his fiancée, or kickboxing and weightlifting at the gym.

David serves as Chair of the Farther Investment Committee and also advises a select group of clients. With over 25 years of experience working with high-net-worth families, entrepreneurs, and executives, David brings particular expertise in managing multi-asset portfolios of public and private investments. He has spent his career helping clients successfully structure, execute, and implement complex planning strategies.

David was an advisor at Goldman Sachs for 21 years, prior to co-founding DG Wealth Partners, an independent RIA in 2017. DG Wealth Partners merged with Farther in 2022. David and his wife, Helen, live in Palm Beach Gardens, Florida, with their three children.

Herbert has over a decade of experience as a financial advisor, with a focus on offering personalized, transparent advice to families – empowering them to align their savings with their goals.

Herbert guides his clients through the implementation of key areas, including: 

• Investing for Income & Growth
• Forward-Looking Tax & Estate Planning
• Realizing & Remaining Retired On Your Terms
• Maximizing Equity Compensation for Your Benefit
• Prudent Investment Strategies for Wealth Accumulation

Prior to joining Farther, Herbert worked with tech and healthcare professionals, executives, and business owners at a Fortune 50 firm. 

Outside of work, Herbert enjoys staying active and exploring new destinations with his wife.