About Jim
Jim comes to Focus Partners Wealth with a dedication to helping individuals and families plan for and achieve their financial goals.
Jim brings more than 20 years of experience to Focus Partners, including practicing as an Investment Advisor Representative, most recently with David Wealth Management. Before that he was a practicing CPA, specializing in individual taxation, with international CPA firms including PwC and with the CPA firm he founded, David & Samson.
Jim is a member of the National Association of Personal Financial Advisors (NAPFA), American Institute of Certified Public Accountants (AICPA), and Virginia Board of Accountancy (VBOA). He and his wife, Maria Coakley David, have lived in Northern Virginia for over 35 years, where they have raised their four children: Kristin, Shannon, C.J., and Michelle. Kristin and Shannon, their two oldest daughters, are married to Stephen Burch and Jacob Hampton, respectively. Jim and Maria are also proud grandparents of Collin, Bennett, Ella, and Addison Burch and James and Lila Hampton.
Education and Professional Milestones
-Cornell University - bachelor’s degree
-Georgetown University – master’s degree in taxation
-College of William & Mary – MBA
Jim comes to Focus Partners Wealth with a dedication to helping individuals and families plan for and achieve their financial goals.
Jim brings more than 20 years of experience to Focus Partners, including practicing as an Investment Advisor Representative, most recently with David Wealth Management. Before that he was a practicing CPA, specializing in individual taxation, with international CPA firms including PwC and with the CPA firm he founded, David & Samson.
Jim is a member of the National Association of Personal Financial Advisors (NAPFA), American Institute of Certified Public Accountants (AICPA), and Virginia Board of Accountancy (VBOA). He and his wife, Maria Coakley David, have lived in Northern Virginia for over 35 years, where they have raised their four children: Kristin, Shannon, C.J., and Michelle. Kristin and Shannon, their two oldest daughters, are married to Stephen Burch and Jacob Hampton, respectively. Jim and Maria are also proud grandparents of Collin, Bennett, Ella, and Addison Burch and James and Lila Hampton.
Education and Professional Milestones
-Cornell University - bachelor’s degree
-Georgetown University – master’s degree in taxation
-College of William & Mary – MBA