OVERVIEW & APPROACH

Our partnership with you will be centered on clear and frequent communication. First, we must understand your goals, objectives, and concerns. Secondly, we want you to understand our principles, philosophy, and comprehensive approach to serving your needs. You should never be surprised by our processes or methods. We want to build a solid foundation that will withstand the test of time and provide a level of comfort that is the result of integrity, hard work, and care.

David Merrell

David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.