David started his career in the financial services industry in 2016. He works through conversation to understand the needs and goals of his clients so that he can grow with his clients through their personal financial lives. David works to optimize not only his clients’ retirement income, but also his clients’ financial investments by planning with the use of academic research and economics-based strategy, rather than hypothetical speculation.
David holds his Life Insurance, Health Insurance, and FINRA series 63 licenses. He is currently securities licensed in Indiana.
David currently lives in Carmel with his wife and two kids. In his free time, David enjoys spending time with family and friends, playing Ping-Pong or basketball, fishing, hiking, and running marathons.