David Walker, CRPC CEPA Partner at Insight Alliance

David Walker, CRPC CEPA Partner at Insight Alliance I help small business owners, white collar workers, and medical professionals with their finances. David also proudly played for the U.S.

David has been a partner at Insight Alliance since 2013, and previously worked with Merrill Lynch in Nashville. He heads the dentist/physician services division of the practice. David enjoys working with a diverse group of clients which include entrepreneurs, medical and entertainment professionals, executives, and retirees. His favorite part about what he does is the Impact he gets to make in the

lives of the families and businesses he serves. He is inspired by the positive and creative nature of his co-workers and clients and really enjoys being in an environment that is supportive of this spirit. Professionally, he regularly travels throughout the southeast speaking to dental student/resident programs on financial education for young Doctors. In 2023, David earned the Certified Exit Planning Advisor designation to enhance his knowledge around helping business owners protect, grow, and eventually transition their most prized asset. Revolution (The United States Australian Rules Football National Team) from 2004 to 2008. He has represented America in numerous matches in the U.S., Canada, and Australia. He has been married to his wife, Jesse, since 2008 and they have two awesome daughters, Sophie and Gracie. In his free time, he enjoys spending time with his girls, golfing, hiking, and traveling.

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109 Westpark Drive Suite 150
Brentwood, TN
37027

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+16159023643

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