Life Planning Essentials: Estate, Retirement, and Elder Care Strategies

David Martin, CPA, CFP, CHFC, MSFS
David's career has been built around the financial and non-financial blueprint of estate and business succession planning. As Principal of Wealth Planning at Navitas Wealth Advisors, David is an integral part of coordinating and gathering information for clients, professional advisors and trustees to allow for better family and financial outcomes. David was the Head of the Personal Trust Department at Trustmark Bank before joining Navitas in January 2020. David attended Mississippi State University and received his undergraduate in Accounting and later a Master of Science in Financial Services from the American College in Philadelphia, Pennsylvania. David was also past President of the Mississippi Estate Planning Council.