David Coleman | Lindamood Financial Group | Lebanon, VA

276.415.9100

David Coleman believes that wise financial planning begins with thoughtful stewardship and a clear understanding of what matters most to each client. He takes time to learn about their goals, values, and comfort with risk before offering recommendations, ensuring that every strategy reflects both financial objectives and personal peace of mind. His commitment to long-term relationships allows him to regularly review and adjust plans as life circumstances evolve.

Whether clients are preparing for retirement, saving for a child’s or grandchild’s education, or seeking to protect their family’s future, David works alongside them to develop personalized strategies designed for lasting impact. Integrity, diligence, and genuine care are central to his approach.

David and his wife, Krissy, are long-time residents of Russell County and are proud to call it home. Outside the office, he enjoys CrossFit, hiking, biking, and spending time with his grandchildren.

Lindamood Financial Group and Concurrent may utilize third-party Websites, including social media Websites, blogs and other interactive content. Lindamood Financial Group and Concurrent consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Lindamood Financial Group and Concurrent retain copies of information that Lindamood Financial Group or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Concurrent and/or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Lindamood Financial Group Advisory Persons after entering into an advisory agreement and providing all requested background and account information. If you have any questions regarding our policies, please contact the Concurrent Compliance Department at compliance@poweredbyconcurrent.com.

Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Lindamood Financial Group are not affiliated companies.

Disclosures | Form CRS | Serving clients across Greeneville, TN & the surrounding Greene County area and Lebanon, VA & Southwest Virginia communities.

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