Founder & Senior Wealth Manager
David has more than 15 years experience in the financial services industry. He began his career in Dayton, Ohio with a degree in Financial Services from Wright State University. However, his dream started when he was fourteen years old after making one thousand dollars from his lawn mowing business. David wanted his hard earned cash to work rather than sit idle in the bank. David has not stopped pursuing investment tools for financial advisory services. In 2004, David started working as an investment advisor. Through this experience he brings a well-rounded perspective to financial planning.
David’s objective is to assist clients with their financial goals at each stage of life: college planning; planning for healthcare costs in retirement; and securing a financial legacy. He specializes in financial planning for businesses and families alike.
Client Service Associate
212 E Court St, Suite 101, Sidney, OH 45365
(937) 340-4110 (Office)
(937) 216-1744 (Mobile)
(937) 458-2031 (Fax)
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