Meet the Team

With over 22 years of industry experience and a passion for helping clients make informed financial decisions, David is a Retirement Income Certified Professional (RICP®) and a member of the Million Dollar Round Table. He also has been recognized for the last 6 years as a Five Star Wealth Manager in Hour Detroit Magazine. He holds FINRA Series 7 & 66 licenses and is insurance licensed in 13 states. His background includes 5 years as a VP Consumer Banking Manager and 10 years total with JPMorgan Chase and a degree from Michigan State University.

David is a husband, father of three, church and community leader, and lifelong Detroit sports fan. He brings a values-driven, holistic perspective to every client relationship.

2025 Five Star Wealth Manager

Five Star Award Winners Disclosures

Sarah’s main goal is to provide outstanding customer service to every client. Sarah brings to our team collaboration, communication, accountability, and integrity.

Sarah is a wife and mother of four. When she is not in the office, you will find her exercising, spending time with friends and family, and watching college and Detroit sports.

Kelly is an administrative professional providing operational, administrative, and organizational support for North Coast Financial Advisors.  She also has working knowledge of graphic design, allowing her to assist with both operational and visual needs.  Her previous background includes overseeing inventory systems, managing warehouse operations, and supporting day-to-day office functions.

Kelly is pursuing her insurance license, Series 66, Series 7, and CFP designations. She values continuous learning and professional development and regularly enjoys taking online courses on a wide range of subjects.

Outside of work, Kelly is a mother of four who enjoys spending time with her children, camping, crocheting, reading, caring for her plants, and maintaining a healthy, positive lifestyle. She is guided by her faith in the Lord, which shapes her values and approach to her work and relationships.

Kristen Cary serves as an Account Specialist at North Coast Financial Advisors, where she plays an integral role in supporting both clients and advisors through efficient account management and service.

In her role, Kristen is responsible for opening new accounts, maintaining existing client accounts, and ensuring all account-related processes are handled accurately and promptly. She works closely with David and the advisory team to support client paperwork, generate reports, conduct research, and manage back-office processing. Kristen also collaborates with operations teams to facilitate smooth form processing and resolve client inquiries, helping deliver a seamless and positive client experience.  Kristen also collaborates with the rest of the team to create Marketing communications to our clients as well as the general public.

She is a motivated and detail-oriented professional who holds a Bachelor’s degree in Marketing and Advertising from Michigan State University, along with a minor in Communications. Her academic background, combined with her strong analytical, organizational, and interpersonal skills, enables her to effectively support the firm’s financial planning processes. She is passionate about delivering excellent client service and contributing meaningful value to both clients and the team.

Outside of the office, Kristen is a proud parent to her son, who inspires her strong work ethic and dedication each day. She enjoys staying active through sports and spending time with her dog, Jack, and her fish, Bubbles. Kristen looks forward to supporting the team and helping clients achieve their financial goals.