David is a native of Blue Springs, Missouri. He is a seasoned financial planner with a strong foundation in accounting and extensive experience in financial services. David earned his Bachelor’s degree in Accounting from Rockhurst University in Kansas City, where he also completed his MBA. During his time at Rockhurst, David excelled both academically and athletically as a member of the baseball team.

David’s professional journey began in public accounting, where he specialized as a Tax Professional. Over the years, his career path led him to transition into financial planning, leveraging his comprehensive understanding of tax intricacies to provide holistic financial guidance to clients.

Outside of work, David enjoys traveling with his wife Hannah, playing golf, and supporting the Chiefs during football season.