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