DAVID QUAN

David Quan

Managing Partner

Business has always been a part of David’s life. Growing up, he played a big role in growing the family business. In 2006, while at university, he started in the insurance industry serving seniors and beneficiaries in the Medicare sector.

In 2009, he graduated university with a double major in Finance and Economics. That year, in the midst of a global recession, David along with his wife, Jenni, ventured into agency development to pursue their dreams of business ownership with their own financial practice. Throughout the years, their organization has helped thousands of families get proper financial planning in place.

In 2022, David founded River Wealth Financial and is a Chairman and partner with Paraclete Wealth Partners. David’s new found mission and drive is to provide the most innovative, strategically sound, and industry leading financial tools available to serve the future generations. The industry is evolving every year and at a rapid pace. David believes that more than ever, people need a financial team that can keep up with the pace of evolution.

Ally Paige

Ally Paige

Executive Assistant

Ally Paige is the Executive Assistant to Managing Partner David Quan, where she keeps operations running smoothly through expert scheduling and thoughtful planning. With a background in customer service, administration, and logistics, she’s known for her attention to detail and ability to stay organized in fast-paced environments.

A Charleston native, she enjoys staying active and spends most of her free time at the baseball field cheering on her son.

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