Financial Advisor Associate
David left his 15-year engineering career in 2021 to pursue his passions in the financial industry. Most importantly, David enjoys working closely with individuals and families to manage their financial goals so that they can focus on other, more enjoyable aspects of life. Feeling at home with his engineering background, David likes to spend time-solving for and managing complex matters to put his clients in the best position to succeed.
David graduated from Western Kentucky University in 2007 with a Bachelor of Science in Mechanical Engineering with a focus in Mathematics and Entrepreneurship. He has spent much of his free time deeply researching economics and the financial markets.
David looks forward to serving the Commonwealth state that he has called home throughout his life. David and his wife Stefanie currently reside in Louisville, KY along with their two sons, Collin and Lucas. During his free time, they enjoy being together in the outdoors and almost anything sports-related.