David is a Partner and Senior Wealth Manager in our Columbus, OH office and has worked in the financial services industry since 2006. He predominantly works with high-net-worth individuals and families, and institutions advising on various topics including holistic financial planning, income tax optimization, asset allocation, portfolio construction, and estate planning strategies.
As the leader of business development efforts for the Personal Financial Services group, David and his team are responsible for the creation and distribution of advisor marketing content, client communication, and overall business development efforts.
David’s well-rounded financial education and past experiences as a security analyst, as well as his time as a Big 4 auditor, provide him with a unique set of skills to specialize in working with business owners to develop a comprehensive plan for their business and personal finances.
David lives in Powell, OH with his wife, Holly, and his three children, Scarlett, Olive, and Crosby. When not spending time with his family, he enjoys playing golf.
Member – CFA Society of Columbus
Member – American Institute of Certified Public Accountants
Do you have a hobby/personal passion?
I enjoy being with my wife and (3) kids – Scarlett, Olive, and Crosby and I love playing golf.
What was the best advice you’ve ever received?
I received some great advice at the beginning of my career working in Chicago, in a job and field I didn’t love, that has stuck with me. When you are at the beginning of your career, don’t stress yourself out over your long-term career path. It’s easy to compare yourself to peers (are you on the right long-term track, etc.), but recognize for most people as they get into their 30s you do need to determine your path and field of focus. That way by the time you hit your 40’s (what is typically the start of your peak earning’s years), you have a career you enjoy, established connections, and an overall good balance to your professional life. I’ve been fortunate that this advice has played out for me and has provided a good perspective throughout my career thus far.
Who is your role model?
As I’ve grown older, I’ve come to appreciate all the things my parents did for me growing up (i.e. travel soccer teams, vacations and trips, personal finances, etc.) that I didn’t always appreciate or recognize.
What was your childhood dream?
Be like Larry Bird, I was a huge Larry Bird fan growing up playing basketball.
If you could go back in time, what advice would you give your college self?
While I enjoyed college and wouldn’t do anything different, I’d remind myself to enjoy the moment more. I have the rest of my life to work hard.
People would be surprised to know that I…
meditate most mornings.
What is the best or most interesting thing about your career?
I have alphabet soup behind my name in terms of professional designations (CFA, CFP®, CPA), but each designation had a purpose and pushed me to expand, develop, and broaden my financial and accounting skill set.
What was your first job?
Auditor for PWC in Chicago
Do you have a “motto”? (spoken or unspoken)
I’ve stolen it from Cameron Mitchell, a restaurateur from Columbus, “The answer’s yes, what’s the question?”.
When you have an hour of free time, what do you like to do?
I enjoy reading Barron’s Magazine, and in general always trying to learn about new things. I learn a lot from surfing Twitter and the financial commentary on that platform.
Do you have advice for young professionals?
Find something you genuinely enjoy doing, it has made all the difference for me in my career. I truly enjoy helping people achieve their financial goals and I think that comes through in my interactions with clients.
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Big Problem: High Tax Burden For Family-owned Franchisor.
Big Thinking: Comprehensive Planning For A 15% Tax Reduction.
