David Henning, CFP®
SR. PORTFOLIO MANAGER
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.
“I take the time to get to know people and have a conversation. Understanding their needs and their emotions is important.”
READY TO TALK?