David a native of Albuquerque, NM, attended Albuquerque Academy and continued his higher education graduating from the University of Arizona with a Bachelor of Science in Biology.
David began his career as a financial professional in 1983. He established Gallagher Wealth Management and partnered with LPL Financial in 1997 to provide his clients an elevated client experience, transparency, and independent objective investment advice. Over the past 37 years, he has developed and refined his proprietary process, the Double Black Diamond Process which focuses on their needs as their lives evolve and unfold.
David, a family, and health-first conscious individual, currently lives in Albuquerque where he has two daughters with his wife of over 31 years, Michelle. Outside of work, he enjoys spending time with family, friends, and his dogs. David is a devoted athlete; his favorite outdoor activities include skiing, cycling, and hiking.
“We have a very enlightened philosophy that is fully converged and integrated around the seven apexes of Estate Management, Tax Management, Risk Management, Wealth Management, Cash Management, Philanthropy and Value-Added Services. Our view and our philosophy is: if it is not fully integrated, it is flawed. “
Maggie’s passion for helping others came naturally as she grew up watching her father, David, build Gallagher Wealth Management. Her devotion to personalized and exceptional service inspired her to join the firm in 2017. She currently has her Series 7 and Series 66, held through LPL Financial, and earned her Certified Investment Management Analyst® (CIMA®) designation from the Investment and Wealth Institute®
, taught in conjunction with Yale School of Management.
At the office, Maggie’s main objective is to make sure client’s expectations and service needs are exceeded. During her free time, Maggie enjoys golfing, listening to records, watching the Nashville Predators play hockey, creating ceramics, and snowboarding. Her favorite Double Black Diamond snowboarding run is McCormack’s Maze at Purgatory. Maggie graduated from Fort Lewis College in 2014 and worked locally in Durango, CO before joining the firm.
Grace Collins is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions.
Grace has 6 years of experience in the banking and financial services industry. She has worked for LPL since 2021 and has industry experience with Cambridge Investment Research and 1st National Bank in Fairfield.
Outside of work, Grace enjoys time with her family, fishing, gardening, and watching sports. She has a son in college playing baseball and he is studying to become a pediatrician.