Financial Planner
A lifelong Hoosier, David brings over a decade of experience serving a broad spectrum of clients with diverse financial needs and goals. He has held leadership roles at Charles Schwab and Fidelity, where he guided teams, managed strategic initiatives, and helped clients achieve their financial potential.
David is deeply committed to financial education and takes pride in simplifying complex financial scenarios into clear, actionable strategies. He earned his CERTIFIED FINANCIAL PLANNER® certification in 2021 and holds a Master’s degree in Personal Financial Planning.
Outside of work, David is an avid tennis competitor in USTA tournaments, a passionate musician, and a dedicated father to his five-year-old son, Jude. He also enjoys exploring the outdoors and traveling to historical landmarks around the world, fueled by his lifelong love of history.
