Over the past two decades, David has designed and managed insurance, investment and compensation strategies for large companies. Now working with individuals and families, he enjoys being able to provide more tailored financial strategies that are designed to meet each clients unique needs.
As a financial advisor, with Series 7, 66, and life and health licenses, David is able to provide 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 on the school board in Liberty, Missouri, and on the human resources committee at church. He has been a coach, scout leader, and youth group leader. He enjoys singing with the praise band at church, and spending time outdoors with family and friends.