David works with business owners, retirees and families to help them pursue financial independence through clear, intentional planning. With more than 25 years of experience, he is known for combining technical knowledge with a genuine, approachable style that puts clients at ease.
David believes that wealth planning should be empowering, not intimidating. He creates an environment where clients feel comfortable asking questions, learning and gaining confidence in their financial choices. His goal is to serve as a trusted advocate by prioritizing clients’ best interests and helping them make informed, lasting decisions.
Before joining Raymond James in 2007, David spent nearly a decade as a financial advisor with Merrill Lynch. He earned a bachelor’s degree in business administration from the University of Kentucky and previously held the CFP® and CEPA designations.
David has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals, and organizations of significant wealth, as well as his mastery of the methods and resources necessary to support their expansive financial interests.
David is approachable, authentic and deeply invested in his clients’ success. He and his team take pride in combining professional expertise with a personal touch, making each client feel valued, understood and supported.
A lifelong resident of Ashland, Kentucky, David lives there with his wife, Krisie. They have two children, Ross and Haley. Outside of work, David enjoys golf, University of Kentucky sports, serving on the board at Bellefonte Country Club and spending time with his family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.