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We Can Help You Develop A Plan Today - So You Can Enjoy Tomorrow

How We Can Help

David Bunin headshot

I’m David Bunin, CFP®, the founder of Interlock Financial.

At Interlock, we work closely with our clients to create plans that organize their finances, help safeguard their resources, and support how they want to live their lives.

A bit about me: my wife, Holly, and I love spending time exploring with our two girls (and of course our dogs Gryffin and Monty), whether through local day trips or memorable family vacations. My family is my everything, so I know a thing or two about wanting to feel secure in the future you’re building for yourself and those you love. This is exactly why I’m passionate about financial planning.

Does It Feel Like Your Finances Are All Over the Place?

Imagine all the pieces of your financial life, from your health care and college savings to your debt and income. For most of the individuals we work with, these different pieces feel pretty scattered. We help by developing an integrated plan where each part works together for your short-term needs and long-term goals: an interlocked financial strategy.

Whether you are…

young professional working with colleagues at table

Still laying the groundwork for your financial future

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older businessman showing report to client

Preparing to retire and concerned about taxes

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We’re here to help you find the comfort that comes from having a financial plan for your life’s journey — and a dedicated partner to support you along the way.

Ready to Get to Know Us Better?

Meet Your Team