A financial professional since 1989, David draws from his decades of experience to provide a select clientele with a wide array of financial services, including retirement and investment planning, legacy/family planning and risk management. A testament to his dedication to serving clients, David has earned a number of accolades, including being named to Forbes Best-in-State Wealth Advisors list in 2021 for the fourth consecutive year.* David continued advancing his career by joining Raymond James in 2022, a firm known for its robust offerings and people-first values.
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 up north, boating and playing golf. He and his wife, Lonnie, live in Grand Blanc, Michigan, and have two sons, Mitch and Jay.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.