Client Executive & Practice Leader
One part sherpa. One part architect. 100% client focused.
Each client's journey is unique. David embraces the opportunity to understand each client's story. He then draws on experience and insight to align financial strategies with the client's goals. Are you looking for advice on your journey? Call David to get started.
As a financial advisor, with Series 7, 66, and life and health licenses, David provides a wide range of planning, investment and insurance services. Over 14 years, working at a publicly-traded company, David developed a deep understanding for the issues related to concentrated equity positions, stock options, and deferred compensation plans. He also has broad experience with health and health care strategies.
Born in Ohio, David grew up in Tarkio, Missouri and Columbia, Missouri. He graduated with an economics degree from Trinity University in San Antonio, Texas. He has worked at Hewitt Associates (now Aon), the Federal Reserve Bank of Kansas City, and Cerner Corporation.
David has lived, with his wife, Laura, and three sons, in the Kansas City area since 1992. He currently serves as president of the school board in Liberty, Missouri, and is active in his local church. He has been a coach, scout leader, and youth group leader. He enjoys singing with the praise band at church, pedaling the roads of the northland, and spending time outdoors with family and friends.