David serves as a Wealth Manager, working directly with his clients to create and maintain a customized and comprehensive financial plan addressing their goals and most complex financial needs. David practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, debt reduction, and charitable planning. David’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
David has been providing high-level personal financial services since 2011, which includes his experience as a practicing attorney since 2001, primarily in business law and estate planning. Prior to joining Creative Planning, David was the Director of Family Office Services at a local fee-only, independent investment advisor where he served high net worth individuals and families. David was responsible for having a fiduciary and holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Before that, David was a corporate attorney with a major law firm in Kansas City after having concluded his active duty service as a Judge Advocate and Captain in the Judge Advocate General’s Corps of the United States Air Force.
David earned both his Juris Doctor law degree and a Bachelor of Science degree from the University of Notre Dame. David is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
David and his wife, Sarah, have three children. In his spare time, David enjoys spending time with his family and friends, coaching kids’ youth sports teams, and hiking the hills of Idaho.