Professional Certifications
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Series 7 Securities License
• Registered Representative and Investment Advisor Associate, Ameritas Investment Corp.

Education
• Graduate of Lenoir-Rhyne College
• Master's degree, University of Tennessee

Financial Experience
David entered the financial service industry in 1974. He focuses on estate planning and investment management. Helping individuals, families and companies identify and achieve their goals is what he enjoys best.

Community Involvement Over The Years

• Holy Trinity Lutheran Church
- Endowment Foundation
- Church Council (three terms, two as President)
- Stewardship Chair, Co-chairperson, $4.2 million Capital Campaign

• Catawba Valley United Way
- Campaign Chairman
- President of the Board

• Former Board Member of the Catawba County Red Cross, Catawba Science Center, Catawba             Chamber of Commerce, and Hickory Community Concerts

Current Community Involvement

• Member of Lake Hickory Country Club and Belfair Country Club, Hilton Head, SC

• Lenoir-Rhyne College
- Board of Trustees
- Alumni Campaign Director
- Piedmont Education Foundation Board member
- Recipient of Distinguished Alumni Award

• Catawba Valley Life Underwriter of the Year

Personal
A native of Knoxville, Tennessee, David and his wife Lynne Carpenter were married in 1968. They have four children, eight grandchildren and have lived in Hickory since 1974.

To reach David, call 828-322-8210 ext 416 or email him at dsparks@cconcepts.com

1155 Southgate Corp Park SW • PO Box 3509 - Hickory, NC 28603 • Phone (828) 322-8210 or (888) 401K-ESP • Fax (828) 324-9664