VIRGINIA OFFICE

David B. Saunders

Senior Relationship Builder
VIRGINIA OFFICE

David B. Saunders

Senior Relationship Builder

David B. Saunders has been in the financial industry for over two decades and currently serves as the firm’s senior relationship builder. David focuses on strengthening connections with clients and managing new introductions to the firm. He brings together his experience as a financial planner and his natural ability to build relationships to take the firm to a higher level of client satisfaction.

David received his Bachelor of Science in business from Ferris State University in 1995 and joined Equity Concepts in 2000 after several years in customer relation roles within the financial services industry. He was drawn to Equity Concepts because of the opportunity he saw for building a team approach to enhance the client experience. His commitment to this approach has helped Equity Concepts grow into the collaborative environment it is today.

David, and his wife, Olivia, are passionate about serving the community and spending time with their two sons, Luke and Liam. Olivia is a math teacher at Deep Run High School in the exceptional education department. The whole family is very involved in Cub Scouts and Boy Scouts and are super fans of the Star Wars movie series. David volunteers his time with the 501st Legion — a Star Wars global costume group that brings joy to charity groups and events. His other hobbies include golf, and he is a member of the LINK Golf Tournament committee. David’s identical twin brother, William, is also a part of the Equity Concepts family.

David's Team

Philip Beethoven-Wilson

Wealth Manager

Ken Jones

Wealth Manager

Mike Mills, AIF®

Wealth Manager

William Saunders, CFP®

Chief Relationship Builder

Michael Thaler

Wealth Manager and Chief Purpose Officer

Wendy Hicks

Account Manager

Sarah Kyle

Strategic Assistant

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