As a former NCAA Division 1 athlete, David knows the importance of a good coach. When it comes to his clients’ retirement, he prides himself on creating winning game plans.

David is no stranger to pursuing goals– on the field, or in the field of finance. After playing football at Butler University, he began his career in the financial services industry. After working for firms in Indiana and Kentucky, he returned to his hometown of Cincinnati. Today, he leverages his industry experience and passion for wholistic planning to create successful retirement plans for his clients.

David holds a dual bachelor’s degree in Marketing and Finance, as well as Series 7, 63, and 66 licenses. He loves watching Bengals football and spending time with his friends and family, especially his two boys, Gunner and Jett.