David has worked in the financial services industry for over 30 years, gaining valuable experience in retirement and income planning. David is a seasoned financial advisor with numerous designations such as Chartered Financial Consultant, ChFC® and Certified Advisor for Senior Living, CASL®. David is passionate about developing a long-term relationship with his clients. He strives to provide the best financial information to help them succeed through their financial journey. David has dedicated his career to adding value in the following areas:
- Income planning for retirees
- Managing risk in your portfolio
- Planning your estate
Outside the office, David is on the Indiana University Southeast, Board of Advisors and works with the Southern Indiana Community Foundation, Finance Committee. David has been married to his wife Gina for 28 years. They have 3 children and just recently welcomed their first grandchild, Brave Gregory.
David looks forward to speaking with you about your next financial goal!
Educational Background and Professional Designations
Chartered Financial Consultant, ChFC®
Certified Advisor for Senior Living, CASL®
Holds Investment Securities Licenses Series 7, 66, 24 with LPL Financial
Eastern Kentucky University, Bachelor of Arts 1988