David has over 30 years' experience working with individuals and businesses in the area of financial and retirement planning. He believes in building long-term client relationships and providing a creative and personal experience for each client with great attention to detail.
David has held the prestigious Certified Financial Planner™ designation since 1990 and is also an Accredited Investment Fiduciary®. Originally hailing from Toledo, David is happily married and a dedicated father of three. He is an avid sports fan and volunteers with several non-profit organizations.