David joined WealthPlanners in November of 2019. He brings over 23 years of experience in a wide array of the financial services industry. He specializes in investment and retirement planning, helping clients achieve and maintain a desired balance of investment income and growth based on custom-tailored investment strategies and plans.
- CERTIFIED FINANCIAL PLANNER ™ certification from Northwestern University
- Series 7 & 66 Licensed, Registered Representative, Cambridge Investment Research
- Life Insurance Licensed.
- Completed his financial planning education at Northwestern University
- Bachelor of Science in Business Administration (BSBA) in International Business from the University of Denver
For the past 22 years David has been a resident of the Lakeview neighborhood in Chicago. When out of the office you will likely find David on the ski slopes or lake depending on the time of year.