David’s expertise lies in retirement planning and investment management. With over a decade in the industry David excels in creating customized investment strategies that align with clients' objectives and risk tolerance, emphasizing the importance of client education and trust. He believes the advisor/client relationship is built on mutual understanding and trust. He adds that client education is paramount to establishing but more importantly, maintaining my client’s trust. Nothing makes him happier than hearing a client mention at the end of a meeting how much they learned during their discussion.
Born and raised in Salina, KS David graduated from Salina South High in 2007 and Kansas State University with a degree in Financial Planning in 2014. He is an avid outdoorsman, passionate about wildlife and his family and plays golf regularly.
David gives back to the Salina community by serving as the President of the National Wild Turkey Federation Central Kansas chapter.
Licenses Held: Series 7 and 66