Management

Bradley Tarter is a Financial Advisor, Certified Life Agent, Senior Partner and an RICP (Retirement Income Certified Professional) with David White & Associates (DWA). He grew up in San Jose, California and graduated from St. Mary’s College with a BS in Business Administration. He has been with DWA for 17 years and oversees managing and mentoring new financial advisors. Bradley holds certificates for Business Continuity and Advanced Business Planning, as well as Estate and Retirement Planning. He enjoys helping people financially plan for their futures by providing strategies for wealth accumulation, business succession, estate analysis and asset protection. Bradley lives in San Francisco with his wife Samantha and their dog Winnie. On the weekends he enjoys attending Giants and 49ers games, walking his dog and eating out with his wife.

Matt grew up on the Central Coast of California and graduated from Cal Poly SLO with a B.S. in Business Administration. He has been a financial advisor since 1998, and with DWA since 2003. He enjoys working with individuals and small business owners to help them achieve their financial goals while helping to provide protection to their families and employees. He lives in Walnut Creek with his wife Lizette, his two middle schoolers Lucas and Lilli, and his lab Marcus. When he’s not working, he enjoys hanging out with his family, preferably on a ski slope in the winter or on a lake in the summer. He was also recently promoted to Vice President of Sales at DWA and is very excited about this new opportunity to help other advisors reach their full potential.

Having known the White family for over 35 years, Sheri has witnessed the remarkable growth of David White & Associates and its flourishing success. With more than a decade of service at the firm, she has risen to the role of Marketing and Recruiting Director. In addition to her diverse strengths, Sheri has a strong background in fundraising for schools, which inspired her to develop an impactful initiative that allows DWA to assist Bay Area schools by providing complimentary financial planning strategies as donations. As a result, the firm has successfully supported numerous parents and families in saving for college and planning for their futures.

Sheri expresses, “I am honored to be part of such a distinguished firm, cultivating relationships with both our clients and the DWA family.” In her leisure time, Sheri enjoys taking her Boxer dog to the beach, indulging in fine dining with her husband of 35 years, and traveling with her 28-year-old son.