David is a Senior Portfolio Manager with 23 years of experience in financial planning.
He is a Certified Financial Planner who takes a holistic approach to working with his clients so they can achieve the goals they have for their lives and their finances.
Starting with an in-depth assessment of the clients’ objectives and creating a budget plan, he works to build estate plans and monitor them to ensure they stay current.
In his career, he has worked with hundreds of Procter & Gamble employees to assist their transitions into retirement by understanding their long-term goals and taking the time to get to know how they want to spend their post-retirement lives.
He works with individuals and families, and has also managed 401(k) retirement plans for small businesses.
David is a graduate of Miami University with a Bachelor’s Degree in Economics. He’s an active member of St. Mary’s Church and lives in the Cincinnati neighborhood of Hyde Park with his wife, Molly, and their three children.