Specializing in financial wellness
With more than three decades of experience in investments, David strives to help clients achieve their financial goals. He aims to simplify complex financial concepts, making details accessible and actionable for his clients.
For David, financial advising is more than just numbers; it’s about guiding clients to make sound, long-term decisions that align with their dreams and values. Viewing himself as a counselor rather than a financial analyst, he prioritizes building trust and providing personalized guidance to empower clients with confidence in their journey.
His commitment to clear communication and heartfelt counsel ensures clients feel supported every step of the way.
Education
David graduated from Bowling Green State University in 1993.
Registrations
Securities Registered in AZ, FL, IN, MI, OH
Securities Registration Series 7, 24, 63, 66
Life and Health Insurance License: OH
Personal
Married to Kathy for more than 35 years, David is a devoted family man with five children and nine grandchildren. His family enjoys spending time together swimming, riding ATVs, and having large-family dinners and trips. He also enjoys Old Testament studies, reading, and chess.
