David draws from his decades of experience to provide a select clientele with a wide array of financial services. As a Managing Director, David’s commitment to serving his clients has been a constant throughout his career. A testament to his dedication to serving clients, David has earned several accolades, including being named to Forbes Best-in-State Wealth Advisors list in 2024 for the sixth time.
David is a true believer in being a steward of his clients’ resources. Understanding client’s motivations, objectives, and goals are often the starting point for a client that is new to working with David and his team. The team believes the most effective way to deliver a sound financial plan is to understand the underlying details, and with that understanding, the team works to craft a plan that is supportive of those goals in a comprehensive strategy that reaches well beyond just capital markets and asset allocation. Estate planning, Tax-awareness, and risk management are three areas that David emphasizes and ensures those factors align with the overall strategy.
Aside from helping clients, David makes it a priority to give back to his community by supporting various organizations, including Church Extension Fund of Michigan, Faith Lutheran Church of Grand Blanc and St. Paul Lutheran Church of Flint. He has also served as an advisor to several nonprofit organizations. David enjoys spending time on Burt Lake at the family’s cottage, boating and playing golf, and most recently spending time with his new Grandson. He and his wife, Lonnie, live in Fenton, Michigan, and have two sons, Mitch and Jay.
2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from6/30/2022 to 6/30/2023 and was released on 4/3/2024. 44,990 nominations were received and 8,500advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.