David is a Partner and Senior Wealth Manager in our Columbus, OH office and has worked in the financial services industry since 2006. He predominantly works with high-net-worth individuals and families, and institutions advising on various topics including holistic financial planning, income tax optimization, asset allocation, portfolio construction, and estate planning strategies.
As the leader of business development efforts for the Personal Financial Services group, David and his team are responsible for the creation and distribution of advisor marketing content, client communication, and overall business development efforts.
David’s well-rounded financial education and past experiences as a security analyst, as well as his time as a Big 4 auditor, provide him with a unique set of skills to specialize in working with business owners to develop a comprehensive plan for their business and personal finances.
David lives in Powell, OH with his wife, Holly, and his three children, Scarlett, Olive, and Crosby. When not spending time with his family, he enjoys playing golf.
Chartered Financial Analyst ®
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™ Practitioner
B.S in Accounting, The Ohio State University
Member, CFA Society of Columbus
Member, American Institute of Certified Public Accountants (AICPA)