From a young age, David Giles was driven by a deep desire to help others. Whether through volunteering at church, serving on community committees, or working on a volunteer ambulance, he has always sought to make a meaningful impact. His journey into service deepened when he joined the Army, where he discovered his passion for teaching and training, roles he would later bring to the civilian world as a public school teacher.

It was during his teaching career that David found himself increasingly drawn to the world of personal finance. After years of self-study, he recognized how crucial financial knowledge was for transforming lives—particularly for hardworking families who often lacked the resources or support to realize their full potential. This led him to work towards and start Avery Rock Financial.

At Avery Rock Financial, David believes that clients should be active participants in their financial decision-making process, not passive spectators. Avery Rock provides the tools, guidance, and wisdom needed for clients to take control of their financial future. This includes access to cutting-edge technology that allows clients to view and participate directly with Avery Rock, internal resources, scheduled meetings with deliberate purposes, and building out a team of trusted professionals—such as lawyers and accountants—where needed. By fostering collaboration and offering expert support, David ensures that clients have a comprehensive approach to achieving their financial goals.

David’s vision for Avery Rock Financial is rooted not only in providing practical solutions but also in addressing the emotional and behavioral aspects of personal finance. Recognizing that financial decisions are often tied to stress and anxiety, the firm integrates principles of behavioral finance to help clients make informed choices while reducing the emotional burden that can come with managing finances. Through thoughtful planning and personalized strategies, Avery Rock Financial helps clients feel empowered, not overwhelmed, as they work towards building a legacy of purpose, peace, and financial security.