Our Team

 

DAVID L. BUSH, CPA, CFP ®, PFS

Managing Director

dbush@wittmaresfinancialvision.com

As Managing Director of Witt Mares Financial Vision, LLC, Mr. Bush oversees the management of more than $100 million in assets, providing exceptional care to clients through the Witt Mares Financial Vision "Wealth Strategy" program.  This program offers advanced planning services for individuals in which four key areas are addressed: wealth enhancement, wealth protection, wealth transfer, and charitable giving.  Additionally, Mr. Bush provides financial guidance to businesses, estates and trusts, and qualified retirement plans.

His professional affiliations include the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and the Institute of Certified Financial Planners.  In addition, he is a eight-time recipient of Virginia Business Magazine’s “Super CPA” recognition for his work in the Personal Financial Planning practice category.

Mr. Bush is an extremely active member of the Williamsburg community.  His community service includes: Past President, Williamsburg Land Conservancy; Board of Directors, Williamsburg Landing; Board of Directors and President, Williamsburg James City County Education Foundation; Board of Directors, Chesapeake Bank; Member, Kiwanis Club of Williamsburg; Member and Past President, Williamsburg Area Chamber of Commerce; Past President, Big Brothers/Big Sisters of Greater Williamsburg; Alumni and Member of Operating Board, Leadership Historic Triangle. 

Mr. Bush is a Certified Public Accountant, a Certified Financial Planner, and a Personal Financial Specialist.  He holds a Bachelor of Science Degree in Accounting from Virginia Tech in Blacksburg, Virginia.

 

MICHAEL C. SUN

Wealth Strategy Associate

msun@wittmaresfinancialvision.com

Mike joined Witt Mares Financial Vision in November 2010. As a Wealth Strategy Associate, Mike provides financial planning and advice to individual clients and qualified retirement plans. Mike values client satisfaction, and he strives to build trust and understanding in client relationships. Prior to joining Witt Mares Financial Vision full-time, Mike was an intern with the team in 2007. In the interim, Mike worked for Wells Fargo Advisors in Charlotte, NC.

Mike moved to Hampton Roads in 1995 and calls the area his home. While living in North Carolina, Mike enjoyed working with volunteer groups Hands on Charlotte and Habitat for Humanity, and he looks forward to becoming involved in the Hampton Roads community as well.

Mike is preparing to take the Certified Financial Planner Board Certification Exam in March 2012. He holds a Bachelor of Science Degree in Finance from Virginia Tech in Blacksburg, Virginia.

 

ADDISON POCK

Wealth Strategy Associate

apock@wittmaresfinancialvision.com

Addison Pock joined Financial Vision, LLC in June 2011. In his position as a Wealth Strategy Associate, Addision provides financial planning and advice to individual clients and qualified retirement plans. Addision was previously an intern with Witt Mares Financial Vision and that experience, in addition to his formal education, shaped the foundation of his commitment to placing clients’ needs first.

A Williamsburg native, Addison is proud to call Hampton Roads home. He especially enjoys Witt Mares’ focus on giving back to the community through volunteer projects. He is currently involved with Williamsburg’s Young Emerging Professionals which is both a social and service organization. He plans to resume his involvement with Relay for Life and the Heritage Humane Society.

Addision is currently preparing to take the Certified Financial Planner Board Certification Exam in March 2012. He is a Magna Cum Laude graduate of Virginia Tech and holds a Bachelor of Science Degree in Finance.